News results for Trusts and Estates
Most Wealthy Saudi Families Think Next Gen Is Well-Prepared – Study
At stake is the fact that with so many Saudi businesses in family hands, ensuring that the...
The Best of 2023 So Far: Challenges For Multi-Generational Families Over Succession
The US TV drama, Succession, put the issues of family business transfer and inheritance into the...
The Leonard Cohen Forged Trust Lawsuit – The Lessons
Trust and estate disputes are increasingly commonplace, especially in the HNW community where there...
Should We Engage In Estate Planning For Assets We Hope Will Appreciate?
For a long time, in wealth planning and transfer conversations it has been taken for granted that...
Specsavers' Founders Choose Trust Route To Protect Future Business – Media
The business, now a multi-billion pound company selling millions of spectacles, was founded in...
Liability Of Trustees When There’s An Economic Crisis – Whom To Trust?
Given the current volatility of a whole spectrum of investments, it seems inevitable that trustees...
Offshore Trusts And The Drive Towards Transparency
Most trusts are used for legitimate purposes. Those that are not will find it increasingly...
Offshore Trusts Disputes – The State Of Play
The author of this article examines what has changed in the world of international trusts, and...
Families Are Becoming More Complex, But Laws Haven't Kept Pace - STEP
The world is becoming more complicated in certain ways, and that includes families and living...
Succeeding At Succession - Workable Inheritance Plans
James Bond's latest incarnation has said he does not want his children to inherit his fortune. He...
Swiss Lawmakers Widen Inheritance Law Freedoms
Swiss legislators give people more freedom to decide what happens to their estate and who inherits...
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...
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...
Comment & Analysis results for Trusts and Estates
INTERVIEW: Wealth Managers Must Get Proactive About Handling Elder Abuse
This news service talks to a UK-based law firm about the problem of "elder abuse" – a term...
Challenges For Multi-Generational Families Over Succession
A take-home point from this article is that for multi-generational family firms to navigate...
The Problem With Death And Taxes - Analysing A Recent Case
In succession planning, those involved in arrangements need to take into account unforseen events...
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...
Should Trustees Be Worried About Global Warming?
What should those who hold and run trusts think about climate change and the consequences that are...
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...
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...
WEALTH TALK: Focus On Communicating With NextGen Inheritors
The latest discussion of wealth industry topics. ...
Inheritance Mostly Overrated As A Source Of Wealth
Is inheritance given too much credit as a source of wealth and therefore do policymakers and...
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...
CONFERENCE PREVIEW: Debating Trusts, Technology & Migration In Switzerland
Here is an outline of a conference covering trusts, wealth structuring and related issues to be...
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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WEALTH TALK: Focus On WealthBriefing's Swiss External Asset Manager Awards 2020
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