Fiduciary

Fiduciary

Corporate governance and regulation continue to mould the future direction of Guernsey’s fiduciary and trust sector.  BDO’s dedicated Fiduciary and Private Wealth team offers a deep understanding of the opportunities and challenges. 

Our long history in Guernsey has seen us take an active role in fiduciary work for many years. We work with a variety of licensed independent and bank-owned fiduciaries, from small Guernsey-based companies to international groups.  We also regularly act for clients with wealth interests that extend across jurisdictions.  Unlike many accountancy practices in Guernsey, BDO is independent and free from association with a local financial services business.

 

Focussed Solutions

BDO offers a number of tailored service options for Guernsey fiduciaries and their clients. Our sector focus and the expertise of our people combine to form an efficient service with clear fee structures.

Our services include audit, assurance and tax, which range from tax compliance services to tax planning and transfer pricing reviews. We work with fiduciaries in their own right and in their capacity as trustees and directors of client trusts and companies. 

Our substantial Audit team includes specialists who are dedicated to servicing the audit and assurance needs of Guernsey’s fiduciary sector. Our services are designed to give confidence to the regulator and are tailored to provide the best assurance for each client’s business. Beyond our comprehensive audit BDO’s wide range of assurance support includes controls assurance, reporting on financial statements and agreed upon procedures.

Our Guernsey team has specialists in UK, Guernsey and French tax compliance and planning.  Our dedicated team of French tax professionals provides trust reporting services to many Guernsey businesses as well as to companies further afield.  We also offer Guernsey and international tax compliance support and advice for fiduciaries in areas including FATCA and CRS and also on the Annual Tax on Enveloped Dwellings and Capital Gains Tax. Our service can include advice and assistance with any international tax information exchange reporting obligations.

For businesses that want to discover new ways to work efficiently, we offer outsourced accounting services to FRS 102 or IFRS accounting frameworks, provided by our specialist accounts team and relieving pressures on your resources.

The strength of the Private Wealth and Fiduciary offering of BDO International gives our clients access to joined up services for all mobile wealth requirements.

 

Our Services

  • Audit & Assurance
  • Mergers & Acquisitions
  • French Taxation
  • Guernsey Taxation
  • International Tax Information Exchange Reporting
  • Regulatory Compliance
  • Taxation Health Checks
  • UK Taxation
  • Outsourced Accounting