News results for Trusts and Estates
Swiss Trusts Sector Braces For Regulatory Overhaul
A series of federal acts in the Alpine state have been enacted, and they create a regulatory...
COVID-19, Great Transfer And Bridging Generational Gap
Whilst succession planning has long been on the HNW agenda, never before has so much value been at...
Plan With Substance: Private Placement Life Insurance
Private placement life insurance has its place in wealth manager's armoury. However, how can it...
How Data Derails Digital Change In Trusts
Trust administrators face increasing pressure to use new digital technologies to support clients....
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...
The "Flee Clause" And Trusts - How To Adjust When Trouble Strikes
The advent of global economic and regional political uncertainty has unsurprisingly brought about...
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...
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...
Trusts: Upheavals And Innovations
A senior international figure in the trusts sector, with a close understanding of the industry in...
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...
Comment & Analysis results for Trusts and Estates
BOOK REVIEW: Freedom From Wealth By Charles Lowenhaupt
The founder of a wealth advisory business has written a book explaining how those who bestow and...
Structuring Solutions: The European, Wider Marketplace - Breakfast Briefing Report
Wealth practitioners from Malta, Switzerland the UK gathered at two breakfast briefings organised...
Wealth Industry Presses Case For Financial Privacy, Swiss Trusts Law
A STEP conference in Switzerland, with this publication as media sponsor, recently discussed...
Assaults On Financial Privacy Aren't Over - Conference
Is financial privacy utterly doomed or are certain developments reminding voters, as well as...
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...
GUEST ARTICLE: Offshore Trusts, Their Uses And Complications
This article takes a look at offshore trusts, recent developments and some of the complications...
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,...
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...
INTERVIEW: Estate Planning In The Bahamas With BEE
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Interview: How One Silicon Valley Firm Tackles The Delicate Issue Of Wealth Transfer
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