News results for Trusts and Estates

Trust Estate
27 May 2021

Swiss Lawmakers Widen Inheritance Law Freedoms

Swiss legislators give people more freedom to decide what happens to their estate and who inherits...

Trust Estate
14 May 2021

DBS Private Bank Unveils Digital Assets Trusts Offering

The offering is yet a further example of how the world of digital assets has gone increasingly...

Trust Estate
21 April 2021

Swiss Trusts Sector Braces For Regulatory Overhaul

A series of federal acts in the Alpine state have been enacted, and they create a regulatory...

Trust Estate
20 November 2020

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...

Trust Estate
17 November 2020

Plan With Substance: Private Placement Life Insurance

Private placement life insurance has its place in wealth manager's armoury. However, how can it...

Trust Estate
11 November 2020

How Data Derails Digital Change In Trusts

Trust administrators face increasing pressure to use new digital technologies to support clients....

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...

Comment & Analysis results for Trusts and Estates

Trust Estate
24 August 2021

The Problem With Death And Taxes - Analysing A Recent Case

In succession planning, those involved in arrangements need to take into account unforseen events...

Trust Estate
14 September 2020

Will The Pandemic Cause More Contested Will And Estate Cases?

The author of this piece, a partner at law firm Stevens & Bolton, asks what the virus and...

Trust Estate
1 September 2020

Should Trustees Be Worried About Global Warming?

What should those who hold and run trusts think about climate change and the consequences that are...

Trust Estate
12 August 2020

Law Of Unintended Consequences - Inheritance And The Pandemic

Mistakes over estate planning come to light when, as a result of COVID-19, families can be hit with...

Trust Estate
20 February 2020

New Rules, Swiss Trusts And Beneficial Ownership Under Microscope

This publication was the exclusive media partner at last month's annual STEP conference for the...

Trust Estate
11 September 2019

WEALTH TALK: Focus On Communicating With NextGen Inheritors

The latest discussion of wealth industry topics. ...

Trust Estate
12 August 2019

Inheritance Mostly Overrated As A Source Of Wealth

Is inheritance given too much credit as a source of wealth and therefore do policymakers and...

Trust Estate
23 July 2019

The Importance of Planning in Wealth Succession - The View From Asia

Business and wealth transfer and succession issues are a big deal in Asia and this article provides...

Trust Estate
2 January 2019

CONFERENCE PREVIEW: Debating Trusts, Technology & Migration In Switzerland

Here is an outline of a conference covering trusts, wealth structuring and related issues to be...

Trust Estate
2 November 2018

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...