Maitland in the Private Clients

The Isle of Man is an international financial centre close to the and the Republic of Ireland. It has a strong tradition of providing international fiduciary and corporate services, and also has an aircraft and yacht registry. It is an innovative centre, adapting its legislation to provide new opportunities for example in e-business, e-gaming and crypto currencies. It has a stable and diverse economy, an excellent quality of life, and is in the same jurisdiction and time zone as .

Maitland in the Isle of Man Maitland has a strong heritage in the Isle of Man, having established its operation more than 30 years ago in 1990, and is now a key player in the island’s financial and professional services industry. Maitland’s Isle of Man office at Falcon Cliff in Douglas, houses some 65 employees working across corporate and private client services.

Our expertise Maitland in the Isle of Man provides multi- family office services that include advising on the planning, formation and administration Complex structures of complex structures on behalf of private clients.

We service entities in various Fiduciary Legal Investment jurisdictions, including:

Isle of Man United Kingdom Cayman Islands British Virgin Islands  Our people Some of Maitland’s top professionals are based in the Isle of Man, including lawyers who are multi-lingual and qualified in various key jurisdictions, including the Isle of Man, Our Isle of Man based lawyers work and , and the British Virgin Islands. Rather creatively across jurisdictions to provide than being tied to only one jurisdiction, our Isle of Man based lawyers work creatively across jurisdictions to provide optimal optimal solutions. solutions for families and family offices, trusts, foundations and corporations. Other professionals across our private client services hold industry related professional qualifications, such as Chartered Secretary (ICSA), Trust and Estate Practitioner (STEP), Chartered Accountant (ICAEW) and other accounting qualifications. We provide services to some 800 entities.

maitlandgroup.com Private client and corporate services Investment services Maitland offers a range of sophisticated and flexible investment Legal advisory services tailored to suit the individual needs and requirements of Our main practice areas include: family offices and private clients. We offer independent investment • Offshore trusts and trust law advisory and reporting services, as well as a comprehensive discretionary portfolio management service from our London office • Tax who work closely with us. • Estate and succession planning • International commercial transactions About Maitland • Cross-border banking and finance Maitland is a global advisory, administration and family office firm • Investment funds providing seamless multi-jurisdictional legal, fiduciary, investment and fund administration services to corporate, institutional and • Transactions in works of art private clients. We also offer a notarial practice service Founded in in 1976, the firm is privately owned and Fiduciary services fully independent. It has 11 offices in 8 jurisdictions, over 780 employees and over $160 billion in assets under administration. We are able to offer clients a complete service consisting of: • Trust establishment • Private trust company services • Provision of corporate trustees and protectors • Trustee administration • Company incorporation • Registered office and agent services • Provision of corporate and/or individual directors and foundation council • Company secretarial and administration services • Bookkeeping and accounting • VAT registration

The Isle of Man has comprehensive trust, company, partnership and foundation law, allowing clients to choose from a variety of different entities to suit their needs*. *Relevant legislation includes: Trustee Act 2001, 1931 Companies Act, However, we are not restricted to Isle of Man entities; we have 2006 Companies Act, Limited Liability Companies Act 1996, Partnership vast experience in providing services to numerous complex Act 1909, Incorporated Cell Companies Act 2010, Protected cell cross-border structures. companies Act 2004 and Foundation Act 2011.

Key contacts

Colin Bird Selu Mdlalose Partner Client Service Director +44 1624 630027 +44 1624 630095 [email protected] [email protected]

maitlandgroup.com

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Maitland is licensed as required for the services it offers. For further information on the licence permissions applicable to your jurisdiction please visit our website at maitlandgroup.com. The content and opinions herein are for information purposes only. They are not intended to constitute legal, financial or other professional advice, and should not be relied upon as such or treated as a substitute for specific advice relevant to particular circumstances. Neither Maitland as a group nor any of its member firms or affiliated entities accepts any responsibility for any errors, omissions or misleading statements in this publication, or for any loss which might arise from reliance on the material. No mention of any organisation, company or individual, whether on these pages or not, shall imply any approval or warranty as to the standing and capability of any such organisations, companies or individuals on the part of Maitland. Before making any decision or taking any action that may affect your finances or your business, you should consult a qualified professional adviser. Please note that, whilst all reasonable care has been taken to ensure the correctness of this publication, the information may not be applicable for all jurisdictions. Read our Data Protection Policies: maitlandgroup.com

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