Employee Trusts - Offshore Trusteeship and Administration

Fiduchi is an independent owner-managed financial services business which allows us to deliver bespoke solutions that assist our clients effectively achieve their goals in a cost-effective manner. One reason why Fiduchi’s existing clients have chosen us as their trusted partner is our ‘work with you’ approach.

How we can help with your offshore trust requirements

Fiduchi provides professional trustee services and associated administration services in respect of their clients' Employee Benefit Trusts (EBTs) with the additional benefit of access to a market-leading administration platform.

EBTs are commonly used in the facilitation of share and cash incentive arrangements by a range UK and international clients of all sizes, from large listed companies to privately owned businesses and portfolio companies.

We understand that the purpose of the EBT will differ from client to client and depend on the incentive arrangements adopted so our service is tailored in accordance with individual client requirements, whilst always being mindful of the trustee’s overriding duties.

We are expertly positioned to establish new trusts or accept the transfer of existing trusts. In either case, our experience is such that we are able to work alongside clients and their advisors to assist with a broad scope of requirements. Commonly seen examples include:

Listed Companies

The facilitation of the satisfaction of awards granted to employees;
The hedging of share and cash plan arrangements;
The settling of subscription costs of new issue shares for award satisfaction.

Private companies

The facilitation of the satisfaction of awards granted to employees;
The hedging of share and cash plan arrangements;
Acting as nominee for employees under Management Incentive Plans or similar arrangements;
The provision of an internal share market where liquidity might not otherwise exist;
Acting as co-owner of interests under joint ownership arrangements;
The facilitation of wider employee ownership, often through use of an Employee Ownership Trust (EOT).

‍

Alternative incentive arrangements

Whilst employee benefit trusts are the vehicle of choice for most incentive arrangements we understand that there are occasions when an alternative may be the preference.

Fiduchi is well versed in the use of other vehicles, including companies and partnerships, to ensure that its clients’ needs are satisfied. Our flexibility enables us to work with clients and their advisors to implement that most appropriate arrangements for the case in hand.

‍

Easy Onboarding

Onboarding of your data to our online platform is easy regardless if you choose a fully-managed or self-service in-house solution. By making the switch to our platform, you can upgrade from having to manage your share plan data on complicated spreadsheets. Plus, to make the process as simple as possible, our experts will assist you every step of the way and we also provide helpful guides.

Global Compliance

For businesses who opt for our fully managed solution, our platform is able to deal with each business’s unique requirements. When it comes to dealing with exact legal and regulatory issues, our platform will be able to automatically determine the actions required for each award or vesting, specific to the country in which the company operates. Therefore minimising the risks and allowing full compliance from a legal and regulatory position.

Data Security

Our platform uses the highest standards to protect the valuable data and assets we hold on behalf of our clients. Our platform provider has a team of in-house cyber security and IT professionals to protect our system and carry out security audits, due diligence, penetration testing and to oversee potential threats. They are fully regulated, accredited and certified by a range of statutory and non-statutory bodies including the US Department of Commerce’s Privacy Shield.

Branded User Portal

Our platform can be branded to match your company’s own brand, therefore becoming a professional extension of your employee benefits. You can set role-based access and let your employees and shareholders log into their own online branded share platform anytime, anywhere and see exactly what shares they have and how much they are worth. They can also easily accept grants, exercise options, calculate potential pay-outs and more.

Find out more - Call us >

Testimonials

"Thank you very much for your professional assistance (and patience) in helping us transfer our shares and assets into the new Trust. I know that it has taken longer than expected. Still, your professionalism and continued support have helped us achieve the desired outcome."

Chairman and CEO

"My sincere thanks for the assistance you have provided the advisory committee by coordinating directly with the charity to formalise an agreed donation plan."

Private Client (Charity)

"Many, many thanks for your hard work and speed at setting up our client's Private Investment Company in just 24hrs! Your flexibility and communication throughout the whole process have been appreciated, and the feedback has been tremendous......

Thank you."

Major UK Law Firm

"Thank you, everyone, for delivering this significant re-structure to our family assets and within a very tight timeframe.

Great to get this finalised!"

Mr. C - Private Client

"We consider Fiduchi an important strategic partner of ours. Over the years they have proven themselves to be professional and extremely thorough. Combined with this professionalism, they are always a pleasure to deal with and we are pleased with their service levels."

‍

Mr. P.E, Managing Director, W Ltd.

‍

Mr. P.E, Managing Director, W Ltd.

“I am very impressed with the professionalism and efficiency Fiduchi Limited demonstrated during the establishment of our employee benefit trust. They coordinated the process seamlessly and provided us with valuable advice and guidance to ensure compliance with our regulatory and legal responsibilities. Throughout my engagement with the team, I have found them to be approachable and easy to work with.”

Mr. P.B. FE Ltd.

‍

Mr. P.E, Managing Director, W Ltd.

Mr. P.B. FE Ltd.

"Thank you for helping us with the establishment of our real estate fund."

Startup Fund Manager

"Thank you so much for helping my client register their vessel with the Red Ensign Group and all the other advice and support you provided!"

Trusted advisor to Yacht Owner.

"Fiduchi's yacht team provides a first-class service! In particular with assisting us with our crew banking requirements and payroll services. Whenever we need assistance, they are just a phone call away!"

Superyacht Captain

Want to know more about our Private Client services?

Our experienced Private Client and Family Office teams are here to answer any questions you may have. With a wealth of knowledge and expertise, they will be able to advise you on right solutions to meet your needs. You can rest assured that core to the Fiduchi principles are how your interests should best be met.