WHO WE ARE
Rock Trustees Limited has been privately owned and managed since it was founded in Guernsey in 2004. We are proud of our track record and commitment to providing personal, bespoke solutions to all our clients’ financial needs.
We have a wealth of financial experience and expertise in back office systems development, which we have combined to create an online administration system to facilitate efficient and cost effective management of client affairs.
The personal service and excellent record is attributable to the cumulative invaluable experience and commitment of the team assembled here on Guernsey and Sark.
CORPORATE SOCIAL RESPONSIBILITY
Rock Trustees takes pride in the island it is situated on and therefore endeavors to give support on primarily helping the local community of Sark and supporting local charities or initiatives. We remain committed as an active member of the community in which we operate and aim to be a good neighbour at all times.
It has been our practice to closely involve our staff in selecting the causes we wish to support, and in many cases they also make a personal contribution by taking part in the many various community activities. This involvement has led us to supporting causes which have a deep, personal connection to individual staff members and their families including for:
- The Sarah Grove’s Foundation
- The annual Sark Sheep Racing event
- Sponsorship of Sark’s junior cricket team
- Sark children’s playground
Rock Trustees is dedicated to being a good employer by supporting our staff training and career development. We also value our staff opinions and seek to actively involve everyone in our decision making processes.
- Its location, its reputation
Guernsey is the second largest of the Channel Islands. Although the islands are British Crown Dependencies, they have complete independence from the United Kingdom in legislative and fiscal matters. It has a history of political stability and good governance with legislation that is robust yet pragmatic, up-to-date, workable and in compliance with international anti money laundering and countering terrorist financing standards.Guernsey prides itself on an international reputation as a leading international finance centre and has OECD “White List” status.
- A favourable tax regime
No corporate tax. No non-Guernsey resident beneficiary will be taxed. There are no death duties, inheritance tax, capital gains tax or withholding tax on dividends paid and no VAT.Fiscal independence from the UK and the EU
A Guernsey trust does not need to be registered with a statutory authority to be valid. This also provides protection for beneficiaries.
- No exchange controls
- Strict regulation of Financial Services Providers by the Guernsey Financial Services Commission
- An experienced infrastructure to support its offshore finance activities and excellent communication systems
Guernsey is very much a preferred jurisdiction for fiduciary services
“It’s not how much money you make, but how hard it works for you, and how many generations you keep it for.” – Robert Kiyosaki