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Estate Planning
We help you plan for continuity, ensure all your assets are organized, appointed to trusted individuals, and ensure your loved ones are provided for, no matter what life brings. Our Estate Planning service provides a structured way to manage and distribute your assets, ensuring they are handled exactly as you intend.
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We play a key role in major financing transactions and protect the interests of lenders and investors. We also keep custody of assets, documents, rights, shares, funds and other holdings in financial transactions.
trust products
- EDUCATION TRUST: is a Trust arrangement that clearly specifies that the Trust funds should be used for the education of its beneficiaries. We help tailor the Trust Deed according to the Grantor’s preference and wishes for the named beneficiaries
- PIT: this product enables individuals save and invest their funds and includes a simple Trust Deed that caters to beneficiaries in case of predicaments
- MUDARABAH INVESTMENT SCHEME: The MIS is an Investment Scheme that pools funds from contributions for investment in eligible Halal instruments on behalf of participating clients. The funds are managed by a Sharia-Compliant Fund Manager via a nominee relationship with United Capital Trustees
- Family Office: The structure could be in form of a company or advisory firm that provides comprehensive financial, real estate, investment planning options, including budgeting, insurance charitable giving, wealth transfer and succession planning, compliance, governance and tax services.
- Testamentary Will & Codicil: A Trust arrangement created by a Testator through Wills, for the benefit of beneficiaries upon his death. We ensure professional management of the assets of the deceased testator
- Executorship & Estate Administration: where the Trustee is a named executor of the estate, the Trustee ensures that the wishes of the testator as stipulated in the governing document are strictly adhered to.
- Letters of Administration: Our services extend to the procurement of Letters of Administration and Grant of Probate after the death of the Testator, for the beneficiaries as they require an instrument of authority to claim the assets of the deceased
PRIVATE TRUST
- LIVING TRUST: are created through Trust Deeds or by a Declaration of Trust and take effect during the lifetime of the Settlor as against the Testamentary Trust. The benefits include speed and confidentiality of execution of Estates, reduction of administrative costs, tax efficiency, elimination or reduction of disputes/acrimony over entitlements as well as the opportunity for a test run during the lifetime of the Settlor
- INTERVIVOS/TESTAMENTARY TRUST: The difference with living trust is that it takes effect after the death of the Testator. It is equally tax efficient, confidential, speedy and minimalizes acrimony over entitlements
- BLIND TRUST: is a fiduciary arrangement where the trustee manages assets without the beneficiary’s knowledge of the trust’s investments or decisions.
- DISCRETIONARY TRUST/NON-DISCRETIONARY TRUST: The settlor can decide whether or not to give the trustees discretion over how and when the his assets are to be distributed
- DIASPORA TRUST: This product is mainly designed for Nigerians in the diaspora. With our Nigerian Diaspora Trust, we help bridge the gap and create a higher value as you can complete your projects or meet obligations back home with no worries through our professional and highly effective Trust arrangements aimed at translating your desires into reality and seamlessly retaining value for your beneficiaries
- COOPERATIVE TRUST: Cooperative Societies, Estate Associations and Alumni associations and like associations can make contributions into a designated Trust Account with a liaison officer nominated by the association
- CHARITABLE TRUST: A trust set up to benefit charitable causes. We assist with management of your assets to fulfill your philanthropic goals.
- ENDOWMENTS: An invested fund set up to provide long-term support for a specific nonprofit organization or cause.
- FOUNDATION: An independent legal entity that supports charitable causes through grants and other resources.
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