News results for Trusts and Estates

Trust Estate
28 September 2020

A Tangled Investment Web Causes Inheritance Migraines

Investors look more widely to find yield in a low-rate environment, and that means their assets can...

Trust Estate
1 September 2020

The "Flee Clause" And Trusts - How To Adjust When Trouble Strikes

The advent of global economic and regional political uncertainty has unsurprisingly brought about...

Trust Estate
24 August 2020

Wills In The 21st Century - The Significance Of Virtual Witnessing

The UK government now allows wills to be witnessed virtually - clearly a major benefit in an age of...

Trust Estate
24 April 2020

Estate, Tax Planning In A World Turned Upside Down

For many sensible reasons, now is a good time to consider protecting family wealth through estate...

Trust Estate
30 March 2020

Trusts: Upheavals And Innovations

A senior international figure in the trusts sector, with a close understanding of the industry in...

Trust Estate
6 January 2020

Conference Preview: Privacy, Trusts And Governance In Switzerland, Liechtenstein

One of the most important private client, trusts and estate planning industry events of the year...

Trust Estate
21 October 2019

Major Inheritance Tax Ruling - A Jersey Charitable Trust Case

The Supreme Court has ruled that a deceased woman's gift to a charity in her native Jersey is...

Trust Estate
18 October 2019

Lessons From Earl Spencer's Decision To Shake Up Family Succession, Legal Comment

Wealth advisors can learn important lessons from these high-profile cases. ...

Trust Estate
11 October 2019

JP Morgan Launches Singapore-Based Trust Company

The organisation is aiming to build its team and operations in Asia and the Middle East. ...

Trust Estate
12 September 2019

We Need To Talk About Inheritance - But Too Many Don't

Authors of a recent report discuss what deters families from discussing wealth with their offspring...

Comment & Analysis results for Trusts and Estates

Trust Estate
27 April 2018

Structuring Solutions: The European, Wider Marketplace - Breakfast Briefing Report

Wealth practitioners from Malta, Switzerland the UK gathered at two breakfast briefings organised...

Trust Estate
6 March 2018

Wealth Industry Presses Case For Financial Privacy, Swiss Trusts Law

A STEP conference in Switzerland, with this publication as media sponsor, recently discussed...

Trust Estate
13 February 2018

Assaults On Financial Privacy Aren't Over - Conference

Is financial privacy utterly doomed or are certain developments reminding voters, as well as...

Trust Estate
31 August 2017

As World Demands Transparency, US Trusts Sector Remains Haven Of Privacy

Financial privacy is under pressure around the world but one country is holding out against the...

Trust Estate
26 July 2016

GUEST ARTICLE: Offshore Trusts, Their Uses And Complications

This article takes a look at offshore trusts, recent developments and some of the complications...

Trust Estate
26 January 2016

GUEST ARTICLE: Private Trust Companies Give Choice, Flexibility - Hawksford

Within the ecosphere of trust structures there is a creature known as the private trust company,...

Trust Estate
10 October 2014

EXPERT VIEW: Updated Intestacy Laws: Who Has Been Left Behind?

In May 2014, the UK Parliament signed into existence an Act that promised to revolutionise...

Trust Estate
22 August 2012

INTERVIEW: Estate Planning In The Bahamas With BEE

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Trust Estate
8 August 2012

Interview: How One Silicon Valley Firm Tackles The Delicate Issue Of Wealth Transfer

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Trust Estate
8 August 2012

Interview: How One Silicon Valley Firm Tackles The Delicate Issue Of Wealth Transfer

The $5 million gift tax exemption has really pushed the wealth transfer issue to the forefront of...