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🇰🇳 Nevis · Trust planning

Your legacy. A considered Nevis trust.

Understand the trustee, the trust deed, and the cross-border questions before deciding whether a Nevis trust belongs in your plan.

Understand the key decisions
Your purposebefore the paperworkYour checklistbefore the consultation
Nevis TrustInternational trust planningPart of EstateGlobalIndependent information

The starting point

Understand the decisions.
Then consider the documents.

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 ↗
01

Eligibility and assets

Check the residence of the settlor and beneficiaries and whether the proposed property meets the applicable requirements.

02

Trustee and protector

Clarify who administers the trust, who supervises key decisions, and which powers you would give up or retain.

03

Lawful planning

Disclose existing claims and obligations to counsel. A structure is not permission to evade creditors, courts, or reporting.

For your first conversation

Three questions
worth asking.

Bring your priorities into the room. Ask for clear answers, a written scope, and the full picture of ongoing responsibilities.

  1. Do the residence and property conditions fit my circumstances?
  2. What discretion will the trustee actually exercise?
  3. What reporting will be required where I live?

From intention to a considered decision

Three steps.
A more useful conversation.

Begin with a free planning brief. Decide what help you need once the questions are clear.

01

Clarify what matters

Choose your main priority and explore a jurisdiction, or keep your options open.

02

Prepare your brief

Organise your intentions, decision-makers, existing documents, and cross-border questions.

03

Scope the right advice

Ask the team about next steps. Any paid advice, formation, or administration needs an agreed scope and fee before work begins.

Planning responsibly. Do not transfer assets or sign formation documents based on this guide. Disclose existing obligations and obtain coordinated legal and tax advice in the relevant jurisdictions. Privacy does not mean secrecy from lawful reporting.

Useful answers

Before you
take the next step.

Does a Nevis trust eliminate tax reporting?

No such conclusion should be drawn. The settlor’s, trustees’, and beneficiaries’ tax connections can create obligations outside Nevis. Get written cross-border advice.

Is asset protection guaranteed?

No. Outcomes depend on the facts, timing, governing law, other applicable laws, and court decisions. Existing obligations must be disclosed to your advisers.

Will this tell me which structure to set up?

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.

What does it cost?

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.

Do I have to provide financial information?

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.

Can I keep my progress?

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.

The EstateGlobal network

Explore the place.
Understand the structure.

12 focused guides. Each one helps you prepare the right questions, understand the responsibilities, and take a considered next step.

12 guides
Trust

British Virgin Islands

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A clearer plan starts with a question.

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