Optimus offers personalised financial services which include a range of offshore corporate, trust, pension and bespoke global

solutions from the Isle of Man.

Our staff of over 50 encompass an ideal blend of professionals whose collective desire is to provide a boutique service to our clients globally.

With over £1.5 billion of assets under management, we proactively manage the day to day administration of each structure to ensure that

client needs are met and exceeded wherever possible.

Our mission is simple:

“To be renowned for our excellent service through the use of a range of innovative approaches and solutions that appeal to entrepreneurial

private clients and their advisors.”

To achieve this we utilise our extensive network of professional advisors and intermediaries to ensure your requirements are enhanced and properly delivered.

Welcome to Optimus

In the fast paced world we operate in, the use of executive jets has never been more prominent with business travel.

The burden of structuring the purchase and strategies to mitigate tax shouldn’t be your concern.

That’s where we can help with tried and tested solutions.

Ownership structureWe will coordinate and implement a unique commercial structure that best suits your needs, ensuring clear and simple tax regimes.

A comprehensive administration service for each structure would also include:• Provision of qualified company director and company secretary• Statutory, compliance, accounts and bookkeeping• VAT returns

RegistrationWe understand how important it is choosing your aircraft’s registration - that is why we advise as to the best option that also adheres to the registry’s requirements.

ImportationWhether you are looking to permanently import your aircraft into the EU, or want to make use of the 180 day renewable temporary importation facility - we will assist and advise on your options.

TaxationPrivate individuals are faced with the issue of paying VAT when purchasing an aircraft and are unable to reclaim VAT which can be a substantial sum. We will structure the acquisition/import to minimise VAT payable.

“We guide you every step of the way to ensure you maximise the benefits of aircraft ownership.” Gill Titley - Senior Manager

Aviation

We understand the significant benefits enjoyed by selecting the most appropriate type of structure, in the most appropriate

jurisdiction to maximise your financial and tax planning.

CorporateClient companies are used for many purposes:

Trusts

Trusts continue to be a convenient, flexible and sustainable planning tool in international estate and asset protection planning.

Uses of Trusts can vary from:

Our comprehensive package of services enables us to establish and administer Trusts in many jurisdictions.

FoundationsViewed as a combination of a Company and a Trust, Foundations are ideal for individual and

corporate solutions and are recognised in Civil law jurisdictions unlike a Trust.

A Foundation can be used for:

“We establish and administer structures used as part of

international tax planning by expatriates, sportsmen and other professionals” Brent Thomas - Director

Fiduciary

• Asset holding • Portfolio investment • Trading• Marine and aircraft ownership • Property investment • Intellectual property holding

• Protection of family wealth• Succession and inheritance planning• Asset Protection• Maintenance and education• Charitable purposes

• Extra rights over the structure• Estate planning• Protecting assets • Succession planning

With the age of retirement increasing, it is time to act and ensure you and your family are provided for later in life.

Our expertise is in the management and trusteeship of pension schemes and we utilise this to ensure our clients’ needs and expectations are met in all aspects of the pension administration.

Qualifying Recognised Overseas Pension Scheme (“QROPS”)Designed to accept transfers from a UK registered pension scheme.

We create specific products within our QROPS Scheme tailored to your requirements.

Qualifying Non-UK Pension Scheme (“QNUPS”)Can only accept non-pension assets and is designed to offer the opportunity to have an additional pension in a tax efficient manner.

Optimus Self Invested Personal Pensions (“SIPP”)You can build your SIPP to suit your needs, with a tax efficient method of providing for future retirement income, in relation to pension drawdown, tax free lump sums and benefits on death.

Optimus Isle of Man International PensionsIdeal for internationally mobile individuals and also international companies whose workforce are in several jurisdictions.

“Once transferred we, as trustees, continue to build the relationship to ensure the assets are preserved and enhanced”

Martin Hall - Director

Pensions

We enable you to take advantage of opportunities in commercial, industrial or prime residential property whilst also assisting in

mitigating the risk where possible.

Involvement and experience is key – that is where we excel.

Our philosophy has driven our success - we pride ourselves by thinking strategically and acting quickly.

If you are looking for investment exposure into UK commercial property such as office let buildings, development sites, industrial units or retail shopping centres we

can provide a suite of services that covers everything required to make such investment happen.

We have a team of industry experts who can provide:

Sourcing - working closely with UK asset managers to source high quality commercial property investment and development asset opportunities.

Structuring - provide tax efficient special purpose vehicles in low tax jurisdictions which, can reduce and/or remove exposure to UK tax.

Ongoing Property Management – assist and provide a full range of ongoing administration services for those looking to exploit planning gain for change of use or further development

angles.

Our services enable:

“Flexibility is key. We put your requirement first, then deliver outstanding service in everything we do.”

Kerry Beattie - Senior Manager

Property

• Effective and efficient implementation of tailored structures• Cost effective administration• Efficient VAT registration and ongoing VAT compliance• Flexible and multi-jurisdictional services

A superyacht is evidence of hard work and have the right to enjoy it with minimal problems.

Ownership structureCollectively we work to identify the right solution for you so we can form and manage an appropriate structure in the right jurisdiction.

A comprehensive administration service for each structure would include:• Provision of qualified company director and company secretary• Statutory, compliance, accounts and bookkeeping• VAT returns RegistrationA yacht’s flag is her gateway to the world - we understand how important that is. That is why we advise as to the best option that also adheres to the registry’s compliance requirements.

ImportationWhether you are looking to permanently import your superyacht into the EU, or want to make use of the 180 day renewable temporary importation facility - we can assist and advise on your options.

VATPrivate individuals are faced with the issue of paying VAT when purchasing and are unable to reclaim VAT which can be a substantial sum. We can structure the acquisition/import to minimise VAT payable.

Wrong advice can lead to impoundment and a large fine. Through our team of specialists we ensure you receive professional and reputable advice.

“We help owners and their advisors with all aspects of yacht ownership.“ Maureen Quayle - Director

Superyachts

Our HUB is a comprehensive range of services for businesses and individuals.

Principally falling under the following six categories we offer clients a bespoke approach to suit their requirements.

Permanent Serviced Office PresenceWhen operating offshore, tax authorities expect to see specific criteria

which illustrates a real presence in the operating jurisdiction. Situated in a low tax jurisdiction, we assist with creating this presence.

Virtual OfficeAn excellent method to promote your established business as multinational, by

using a number of virtual office mail forwarding, business addresses.

Registered Office ServicesOffering Registered Office services to other licensed corporate service providers

who are administering Isle of Man companies but do not have a presence on the Island, creating an official address of a company and will be on the public record at

the Isle of Man Companies Registry.

Isle of Man Filing Services There are various statutory company filing requirements in the Isle of Man and with our

wealth of experience we can assist with all on-going guidance.

Residence RelocationIf you are planning to relocate to the Isle of Man we can help you in a number of areas to make

your relocation as easy as possible. Assisting with tax, immigration, grants, administration and support functions, introduction to government departments as well as introduction to third party

service providers.

Boardroom and Training FacilitiesWe know how important it is to have the right meeting and training facilities and to be able to book

these in advance knowing that all your requirements will be catered for professionally and with peace of mind.

“Whether you are an international firm or located on the Isle of Man we will be able to assist you.” Mark Schofield - Director

Business Hub

The Isle of Man has the oldest continuous Parliament in the world, the High Court of Tynwald. Tynwald is over 1,000 years old and enacts its own laws and oversees all internal administration, fiscal and social policies. The UK Government does not legislate for the Island without specific consent from Tynwald.

Perhaps best known for its financial services industry, the Island has successfully encouraged the diversification of its economy in recent years and is now home to a wide range of high performing sectors.

Why the Isle of Man• Recognised and reputable international finance centre • Close ties with many major international finance centres• Tax neutral structures • Highest level of corporate governance • Highly regulated environment appearing on the ‘white list’ from the OECD • Common law jurisdiction

In addition, due to our own taxation system, the advantages of using the Isle of Man are vast:• 0% corporation tax• 0% capital gains tax• 0% inheritance tax • 0% wealth tax• 0% stamp duty

Isle of Man

Key facts

Location: In the Irish Sea at the heart of the British IslesSize: 221 sq. miles (33 miles long by 13 miles wide)Population: 84,500 (2011 Census)Capital: Douglas

Optimus is a correspondent to the RSM network of independent accounting and advisory firms each of which practices in its

own right.

RSM is the world’s 6th largest network of audit, tax and advisory firms and the 6th largest global provider of tax services. The network

has over 760 independent member and correspondents offices in over 120 countries.

Member firms share a strong entrepreneurial spirit and a unique client-centred approach. They understand local culture and traditions, are

experts in national rules and regulations and have in-depth knowledge of the services, sectors and economy in their countries.

Above all, member firms maintain the highest standards of technical excellence with a focus on providing outstanding service to clients.

What they offerProviding a range of professional services, RSM focus on audit, tax, risk advisory,

IFRS, restructuring and transaction support. Beyond these, member firms also offer a wide range of specialist services from forensic accounting and expatriate advice to

human resource consulting.

RSM clients are increasingly looking beyond their national borders for new opportunities. The close relationships within the RSM network mean that clients can easily be connected

to a like-minded firm of professionals in another country, that they can be assured will have their business interests at heart - no matter what services are required or where they are

needed.

Who they work withRSM’s core client base ranges from growth-focused entrepreneurial businesses through to leading

multinational organisations across many sectors and operating nationally and across borders.

www.rsm.global

Global network

Contact us

The TeamOur staff encompasses an ideal blend of professionals whose collective desire is to provide premier fiduciary and pension services to our clients. The senior team includes qualified experienced accountants, trust and tax practitioners, company secretaries, and compliance professionals.

Such is the success of our company, we have expanded rapidly to a staff of over 50 from our office in the Isle of Man as well as activity in Malta through a strategic partnership.

In addition we have built a network of independent intermediaries and provide fiduciary services to their clients, whilst they retain the client relationship.

St Mary’s, The Parade, Castletown, Isle of Man IM9 1LG

+44 1624 695560

www.optimus.co.im

Directors

Maureen Quaylemaureen@ofl.co.im

Mark Schofieldmark@ofl.co.im

Brent Thomasbrent@ofl.co.im

Martin Hall (Pensions)martin@ofl.co.im

Client servicing team

Kerry Beattie - Senior Managerkerry@ofl.co.im

Gill Titley - Senior Managergill@ofl.co.im

Tim Shallcross - Head of Business Developmenttim@ofl.co.im

Professional Associations

Optimus Fiduciaries Limited is a company incorporated in the Isle of Man No. 106763C and Optimus Pension Administrators Limited incorporated in the Isle of Man No. 123804C are licensed by the Isle of Man Financial Services Authority. Optimus Fiduciaries Limited is a correspondent to the RSM network. The RSM network is a network of independent accounting and advisory firms each of which practices in its own right. The RSM network is not itself a separate legal entity of any description in any jurisdiction. Registered Office: St Mary’s, The Parade, Castletown, Isle of Man IM9 1LG

We believe that everything in this brochure is correct at the time of release - April 2016. The information within this brochure should not be taken as professional advice. E&EO

St Mary’s, The Parade, Castletown, Isle of Man IM9 1LG www.optimus.co.im