In today’s dynamic global environment, asset protection, estate planning, and international diversification have become cornerstones of effective wealth management. Mauritius has emerged as a compelling jurisdiction for setting up trusts, offering a robust legal framework, political stability, and tax-efficient structures. At Forward Point Solutions, we guide our clients through the intricacies of trust formation, ensuring optimal strategies tailored to both personal and corporate objectives.

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Why Mauritius?

Mauritius is widely recognized as a premier international financial centre (IFC), known for its well-regulated trust and fiduciary ecosystem. Several factors make it an attractive jurisdiction for establishing a trust:

• Strong Legal Framework: The Mauritius Trusts Act 2001 governs trusts and offers flexibility in structuring. It accommodates discretionary, fixed, charitable, and purpose trusts.
• Common Law Foundations: Based on English trust law, Mauritius provides familiarity and consistency for clients from common law jurisdictions.
• Tax Efficiency: Trusts in Mauritius benefit from a favorable tax regime. Non-resident trusts are generally exempt from local taxation on foreign-sourced income.
• Confidentiality: Mauritius ensures a high level of privacy and does not require the registration of trust deeds, except in specific cases (e.g., immovable property in Mauritius).
• Stability and Reputation: The jurisdiction maintains political stability, good governance, and has double tax treaties with over 40 countries, further enhancing its appeal.

Key Benefits of a Mauritius Trust

• Asset Protection: Trusts can be used to shield assets from potential claims or liabilities.
• Estate & Succession Planning: Trusts allow the smooth transfer of wealth to beneficiaries while potentially bypassing probate and local inheritance laws.
• Confidentiality: Unlike companies, trust ownership is not a matter of public record, enhancing discretion.
• Global Investment Flexibility: Trusts can hold a wide variety of assets, including shares, real estate, and bankable securities, across multiple jurisdictions.
• Philanthropy & Legacy: Charitable or purpose trusts enable individuals and institutions to create lasting philanthropic impact.

Setting Up a Trust in Mauritius: The Process

At Forward Point Solutions, we streamline the trust establishment process into a clear, client-centric pathway:

Client Consultation

Understanding your objectives—whether asset protection, tax planning, succession, or legacy building—is key. We offer tailored guidance to align trust structure with your goals.

Choosing the Trust Structure

We help determine the most suitable type of trust:

• Discretionary Trusts (flexible beneficiary arrangements)
• Fixed Trusts (pre-determined distributions)
• Charitable Trusts
• Purpose Trusts (for non-charitable goals)

Appointment of Key Parties

• Settlor: The individual establishing the trust.
• Trustee: Often a licensed fiduciary in Mauritius, responsible for managing the trust.
• Protector (optional): Provides oversight and added control.
• Beneficiaries: The individuals or entities benefiting from the trust.

Drafting the Trust Deed

Our legal team prepares a comprehensive trust deed that outlines the terms, roles, powers, and distribution guidelines, ensuring it meets local legal requirements and international best practices.

Establishment & Ongoing Administration

Once executed, the trust is operational. Forward Point Solutions provides ongoing trust administration, compliance, and reporting services, ensuring the structure remains robust and efficient.

Why Forward Point Solutions?

With our deep understanding of cross-border structures, fiduciary best practices, and regulatory compliance, Forward Point Solutions is uniquely positioned to support individuals, families, and institutions in leveraging Mauritius trusts. Our services include:

• Structuring and formation
• Trustee and protector services
• Trust administration
• Tax and regulatory advisory
• Succession and estate planning strategies

Final Thoughts

A Mauritius trust is more than just a financial vehicle—it’s a strategic decision in long-term wealth planning. With the right guidance and administration, it offers powerful tools for protection, planning, and preserving wealth across generations.

Contact Forward Point Solutions today to explore how a Mauritius trust can become a cornerstone of your global strategy.

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