Eligibility and assets
Check the residence of the settlor and beneficiaries and whether the proposed property meets the applicable requirements.
🇰🇳 Nevis · Trust planning
Understand the trustee, the trust deed, and the cross-border questions before deciding whether a Nevis trust belongs in your plan.
Understand the key decisionsYour estate planning brief
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The starting point
Use this guide to prepare for a qualified adviser’s review of a Nevis trust.
The Nevis regulator describes several international trust types and eligibility conditions covering trustees, residence, and trust property. Confirm the current rules and your facts with qualified counsel.
Official reference: Nevis FSRC — Trusts ↗Check the residence of the settlor and beneficiaries and whether the proposed property meets the applicable requirements.
Clarify who administers the trust, who supervises key decisions, and which powers you would give up or retain.
Disclose existing claims and obligations to counsel. A structure is not permission to evade creditors, courts, or reporting.
For your first conversation
Bring your priorities into the room. Ask for clear answers, a written scope, and the full picture of ongoing responsibilities.
From intention to a considered decision
Begin with a free planning brief. Decide what help you need once the questions are clear.
Choose your main priority and explore a jurisdiction, or keep your options open.
Organise your intentions, decision-makers, existing documents, and cross-border questions.
Ask the team about next steps. Any paid advice, formation, or administration needs an agreed scope and fee before work begins.
Useful answers
No such conclusion should be drawn. The settlor’s, trustees’, and beneficiaries’ tax connections can create obligations outside Nevis. Get written cross-border advice.
No. Outcomes depend on the facts, timing, governing law, other applicable laws, and court decisions. Existing obligations must be disclosed to your advisers.
It gives you a starting brief and questions to discuss—not a recommendation or a legal or tax conclusion. The right answer may be a trust, a foundation, changes to your existing estate plan, or no new structure at all.
The website guides and personal checklist are free. Professional advice, formation, administration, and third-party fees are separate. Ask for an itemised written scope; this site does not offer checkout or publish a fixed formation price.
No. The checklist asks only for a planning priority and an optional jurisdiction. Keep names, account details, asset values, and sensitive documents out of this website and your initial enquiry.
Yes. Choose “Save on this device” after your preview. It uses this browser’s local storage, not a cloud account. You can also print or save the checklist as a PDF. Different domains have separate browser storage.
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