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Tax and other aspects of Offshore Trusts Presented by: Mr. Paresh P. Shah P.P. Shah & Associates Chartered Accountants Email: paresh@bom3.vsnl.net.in International Fiscal Association Western Region Chapter
Overview of Presentation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Trust and Allied Terms - Meaning ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Types of The Trust ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Structure of the Trust ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Structure of the Trust ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Establishing an Offshore Trust ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Offshore Trust: Legal Issues ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Offshore Trust – Operational Issues ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Offshore - Jurisdictions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Onshore - Jurisdiction ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Trust in India ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Taxation of UK Trust ,[object Object],[object Object],[object Object],[object Object]
Taxation of UK Trust – Continue … ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Taxation of UK Trust – Continue … ,[object Object],[object Object],[object Object],[object Object],[object Object]
Tax Pool – UK Discretionary Trust ,[object Object],[object Object],[object Object],[object Object],[object Object]
Case Study 2 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Case Study 2 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Case Study 2 – Continue… ,[object Object],[object Object],[object Object],[object Object],[object Object]
Case Study 1-UK Discretionary Trust ,[object Object],[object Object],[object Object],[object Object],[object Object]
Case Study 3 - US Grantor Trust ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Case Study 3 ,[object Object],[object Object]
Case Study 3 (a) - Solution ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Case Study 3 ,[object Object],[object Object]
Case Study 3 (b) - Solution ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Case Study 3 ,[object Object],[object Object],[object Object],[object Object],[object Object]
Case Study 3 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
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Offshore trust

  • 1. Tax and other aspects of Offshore Trusts Presented by: Mr. Paresh P. Shah P.P. Shah & Associates Chartered Accountants Email: paresh@bom3.vsnl.net.in International Fiscal Association Western Region Chapter
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