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Our Services

Entities

Working with you and your advisors, we will help identify the right corporate vehicle for your family and wealth, and manage the establishment of a structure in the jurisdiction(s) that best meet your needs.

Companies

Taking care of the stress and hard work in running a company

ICM Wealth can help to incorporate, administer, and manage a company in most jurisdictions internationally. Since the inception of ICM Wealth in 1984, we have provided professional services in the establishment and management of companies for corporate and individual clients. Foremost, we protect our clients’ wealth and interests, and in the course of doing so provide a full range of corporate services.

Our Services:

  • The incorporation of a company and the preparation of its constitutional documents
  • Day to day management and administration
  • The provision of registered office and registered agent
  • The provision of professional and qualified company officers
  • Statutory, fiduciary and tax compliance services
  • Company secretarial services
  • The preparation of financial statements and management accounts
  • VAT management, registration, and deregistration
  • The submission of tax returns

Trusts

Acting as your trustee – managing wealth for the people you treasure

ICM Wealth are proud to act as a professional, corporate trustee and can establish a trust which is bespoke and configured to meet our clients’ personal circumstances and wishes. A trust is a private arrangement, allowing for inheritance planning, customisation, and flexibility. ICM Wealth provides reassurance to our clients that their wealth is being managed by a professional and experienced trustee. Fundamentally, a trust can provide asset protection and succession planning and form a part of our clients’ financial planning for the future. A trust can have a charitable purpose, hold assets for the benefit of dependants or vulnerable individuals and be used as part of general tax planning.

Our Services:

  • The establishment of a trust and the preparation of the trust instruments and documentation
  • Day to day management and administration
  • The provision of a licenced, corporate trustee
  • Fiduciary and tax compliance services
  • The preparation of financial statements
  • The provision of financial reports

Foundations

Take advantage of the flexibility and hybrid nature of a foundation

ICM Wealth can expertly manage your foundation. Foundations are often described as cross between a trust and a company, sharing some of the characteristics of both. Unlike a trust, a foundation is a registered legal entity and is recognised in many civil laws, as well as common law jurisdictions. Similar to a company, a foundation would be a matter of public record, and a foundation’s instrument and rules are publicly available. The beneficiaries of a foundation are specified in the foundation  instrument and rules.

Our Services:

  • The establishment of a foundation and the preparation of the foundation instruments and documentation
  • Day to day management and administration
  • The provision of a licenced, registered agent
  • The provision of the foundation council
  • Fiduciary and tax compliance services
  • The preparation of financial statements

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