News results for Trust Estate

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...

Trust Estate
3 July 2019

Family Investment Companies: What They Are And Their Benefits

The article examines a structure called the "family investment company" - in particular, its tax...

Trust Estate
15 May 2019

The Moursi Vs Doherty Inheritance Dispute - The "Undue Influence" Test

This article explores a recent court dispute where the issue of "undue influence" - a specific term...

Trust Estate
25 April 2019

Planning Ahead: Thoughts About NextGen Tax, Estate Planning

Now a familiar theme, "NextGen" wealth planning might seem as necessary and obvious as air and...

Trust Estate
4 April 2019

Trusts In The Family Division: A Wealth Protection Tool

The author outlines how trusts are treated in divorce cases and the issues that advisors should be...

Comment & Analysis results for Trust Estate

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

...

Trust Estate
8 August 2012

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

...

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...