Key Points:
What is the issue?
How Mexican residents can utilise offshore jurisdictions’ trusts and insurance structures for estate planning.
What does it mean for me?
Mexican residents are finding that trust and insurance structures available in Bermuda and other oshore jurisdictions can facilitate tax-efficient and flexible estate planning.
What can I take away?
The creation of flexible structures (such as master/sub-trust structures, and structures using reserved powers legislation and private trust companies) may be suitable for Mexican residents’ estate planning.
