Personal Holding Structures

How do these protect your assets and your business? 

Personal holding structures may be used for one or all of the following reasons:

  • Asset protection
  • Succession and estate planning
  • Commercial and trading arrangements
  • Tax planning and optimisation
  • Investment management
  • Cross-border financing
  • Real estate investment and leasing
  • Charitable planning and administration

The personal holding structure usually uses a tax-efficient combination of jurisdictions designed to protect and hold income and gains across a diverse range of business and investment activities. As company managers or trustees we will look after the design, implementation and administration of your structure in consultation with you.

Each structure will differ according to your specific needs and objectives and the degree of involvement you wish to have in the management of the structure and the business aims. As a global brand, PwC is able to access the vast range of know-how and expertise available to us in over 158 countries in order to assess and advise on the structure recommended by your lawyers and advisers.

We will discuss with you the nature and extent of our involvement, with particular emphasis on the management of the risks in establishing a personal holding structure. We will also consider appointment as directors of a company or group of companies as well as appointment as trustee of a trust.

Contact us

Lalit Khatwani

Partner, PwC Gibraltar

Tel: 20066842 ext 308

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