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The latest
News and insights from the private wealth industry
Tax & Legal


The Cost of Targeting Wealth: Risks for the UK Economy
by Menzies LLP


Denaturalization could open the door to the U.S. 'Exit Tax'
by Global Taxes LLC


Nairobi Private Wealth Conference Digest
By PCD Group


Private trust companies – putting families in control of their wealth
by Abacus Trust Group


New York Plows on with its own BOI Reporting Requirement
by Alicea Castellanos, CEO of Global Taxes LLC


Red Book Valuations: Strengthening Tax Positions with Evidential Clarity
by Justin Mason of Mason Valuation Consultants


Succession Planning: How to Deal with Difference, Illness & Narcissism
By Avv.-Dipl.-Jur. Dominique Calcò Labbruzzo


Beyond Tax: The Trusted Adviser’s Role in Global Relocation
With the UK’s April 2025 reforms now in force, we’re seeing a new wave of HNW families leaving the UK. But the overwhelming motivation isn't just tax; it’s about reconfiguring a life. A truly trusted adviser delivers not only technical clarity but also foresight and empathy.


Specialist support for Monaco-based SCIs and SCPs
Square Services is a Monegasque company specialised in the administration of SCIs and SCPs. It was founded by Frederic Mege, a French tax advisor with over 20 years of experience assisting international private clients.


Ras Al Khaimah in the UAE: Strategic Investment and Development
Whilst Dubai and Abu Dhabi often dominate the UAE's business narrative, Ras Al Khaimah has quietly established itself as the Emirate of choice for some discerning investors and business owners seeking alternative growth opportunities.


Challenging the Narrative: Why ‘High Risk’ Doesn’t Always Mean What You Think
Geopolitical volatility is keeping us all on our toes. We are seeing political fragmentation and polarisation in the West, a tightening affiliation of authoritarian regimes including Russia, Iran, China and North Korea, and conflicts involving multiple parties in Ukraine, Gaza, and Sudan to name a few. That’s before we even mention tariffs.
And with that comes a long list of risks. Sanctions risks have been top of the agenda since the conflict in Ukraine started in Februa


So the UK tax rules have changed: what does this mean for US people?
Since 6 April 2025, the UK tax rules relating to those who were previously known as “non-doms” have been totally re-written.
In this note, we focus on the impact of the changes for our US-connected clients and outline a few risk areas to keep under review.
To summarise the changes, which took effect from 6 April 2025:
A new four-year special tax regime has been introduced, under which qualifying individuals will be exempt from tax on their foreign income and gai


The Evolution and Advantages of Swiss Trusteeship
Switzerland has long been regarded as a trusted centre for private wealth management and financial services. Its appeal continues to grow, particularly in the area of trustee services, where regulatory clarity and international demand for complex structuring have reinforced its position as a leading jurisdiction. With its robust legal infrastructure and deep-rooted tradition of confidentiality and stability, Switzerland remains a compelling base for families and institutions


Court Decision Might Mean Foreign Tax Credits can be used against U.S. tax
U.S. taxes for American citizens living abroad include the Net Investment Income Tax (NIIT), 3.8% to certain net investment income of individuals, estates and trusts that have high income. Foreign tax credits from various specific countries have not usually been widely usable in offsetting NIIT liability.
But the U.S. Court of Federal Claims has decided, in Paul Bruyea v. United States, that foreign tax credits might be used to offset NIIT in U.S. tax treaties with more tha


Effective wealth preservation strategies in the UK
Wealth preservation is a key consideration for high-net-worth individuals, business owners, and family offices.
Managing assets efficiently while ensuring tax compliance and long-term sustainability requires careful planning and the right structuring. In the UK, wealth preservation strategies must align with evolving tax laws and international regulations.


Why Family Offices Choose Hong Kong: Tax Concessions & Structure
ZEDRA’s Co-Regional Head of Asia, James Russell discusses how recent tax legislation changes firmly establish Hong Kong as a global leader for family offices.
Hong Kong has unveiled tax incentives and family office tax concessions, which, coupled with the city’s great financial infrastructure, have been attracting family offices in their droves.


A purpose trust to help save the planet
A purpose trust is a unique type of trust created which has no beneficiaries but instead exists for advancing a non-charitable, specific pur


Holistic Law and Philanthropy: A New Paradigm for Ethical Wealth Management
As wealth management and legal practices evolve, a new approach is gaining momentum—holistic law, an innovative legal philosophy
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