Welcome to Castellan

Castellan acts as a resource for professional advisers and their clients by providing robust, investment structures, tailored to create and protect wealth now and for future generations.

Castellan was created to deal with difficulties and frustrations, experienced by many professionals and their clients, in dealing with offshore product providers and products. The most common problem faced is finding a suitable product solution, properly established in the most appropriate jurisdiction and which is supported over the long term with high quality administration.

Services and structures accessible through Castellan, in selected offshore jurisdictions, include:

• Employer-Financed Retirement Benefit Schemes (EFRBS)
• Employee Benefit Trusts (EBT)
• International Pension Structures
• Offshore bank accounts
• Special Purpose Vehicles
• Offshore Companies
• Foundations
• Protected Cell Companies
• Trustee and fiduciary services

Castellan focuses on research and development of market leading wealth protection solutions and takes an innovative and careful approach to creating market-leading structures, situated in the most appropriate tax-favoured jurisdictions.

In the process of research and development, Castellan accesses advice from leading tax, legal and accountancy professionals in UK and in the relevant jurisdictions.

Castellan conducts research and due diligence to select the most appropriate company to act as trustee and to administer each structure in each jurisdiction. Castellan will offer clients and their professional advisers a choice of jurisdictions.

Ian Jones is the founder of Castellan. Ian has more than two decades of experience in dealing with UK and offshore structures for the creation and preservation of wealth. Ian's experience includes senior positions in Financial Institutions and developing a wealth strategy company that became a plc. Latterly, Ian was a founding director of a boutique tax practice that focuses on cross-jurisdictional tax planning and offshore structures.

Having several years direct experience of the need for professionals to access robust, well administered solutions, Ian was inspired to leave the tax practice and establish Castellan, as a source of practical and highly effective investment structures, designed to assist clients to protect wealth.

Castellan is not a tax consultancy; neither does it provide investment, administration or trustee services. Consequently there is no conflict with any professional advisers and Castellan is free to select the best available administration and trustee services in the selected jurisdiction.