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


The top 3 reasons family offices use cell companies for their investments
Cell companies are unique corporate structures that segregate assets and liabilities into distinct “cells” within a single legal entity. Thi


UK Public support for nuptial agreement reform
Given some 40% of marriages these days now end in divorce, whether you are getting married for the first, second or even third time, nuptial


AIM alternatives: Why investors should look elsewhere for IHT planning
There are several ways to maximise the wealth you can pass on to the next generation. Strangely the most powerful option rarely gets a menti


Discounted Gift Trusts: Striking a balance
It’s predicted that Britain’s baby boomers – born between 1946 and 1964 – will pass on wealth into the trillions to next generations over t


Isle of Man exempt funds for entrepreneurs, businesses and investors
The dedicated Abacus funds team provides examples of who might use an Isle of Man exempt fund structure and its advantages.


Tax Free Investments – are they really what they seem?
Investments in fine wines, vintage cars and whiskey are becoming more popular due to the tax advantages. The capital gains tax reliefs whic


HNW Conference London 2024 Overview
Explore trends and opportunities discussed at the HNW Conference London 2024, from wealth migration to tax implications and global mobility


To Gift or not To Gift – the importance of considering Capital Gains Tax in Estate Planning
Benedict Jennings, Payne Hicks Beach Capital Gains Tax (CGT) is once again firmly in the headlines and will be until Budget Day on 30...


"Do you already have your pre-immigration plan?”
Cecile Vuillier, TrustConsult Introduction: As the United Kingdom Resident Non-Domiciled (UKRND) regime comes to an end, High-Net-Worth...


Is Canada an Option for UK Non-Doms?
Jonathan Garbutt, Barrister and Solicitor at Dominion Tax Law Canada is a diverse, multi-ethnic democracy that is safe both physically...


Guilty! Can Donald Trump still visit the UK?
Katie Newbury, Partner, Kingsley Napley In October 2020, the Government announced significant changes to the Immigration Rules on...


Joint bank accounts: a little-known inheritance tax issue
Helen Barnett, Legal Director, Wedlake Bell LLP Most joint bank account holders might fairly assume that when one of them dies, half of...


The Hidden Value of Trusts in Estate Planning
Ellisha Harding, Menzies As trusted advisors, we are involved in discussions with our clients in relation to their Estate planning and...


Family Investment Company vs Trusts
Family trusts have always been a traditional feature of estate planning, a well-known means of passing on wealth to the next generation and


Trusts and Succession (Scotland) Act 2024: The New Succession Rules
The Trusts and Succession (Scotland) Act 2024 updates inheritance laws, affecting spouses, ex-spouses, executors and cohabitants.


Opportunities Securitization Vehicle in Luxembourg
Luxembourg, a key financial hub in the EU, offering strong economic stability, favourable tax policies and regulatory frameworks.


Holding of a Foreign Bank Account and Succession Issues
HNW individuals should consider legal implications & domicile laws for foreign bank accounts in estate planning to ensure wishes are upheld


French Connected Trusts – An Overview of the French Reporting Obligations and Exposure to the French Tax System
The French tax authorities can impose a €20,000 penalty for reporting omissions by French-connected trust parties, even without...


Monegasque SCIs/SCPs owning French residential property
Overview The Monegasque “Société Civile Immobilière” (SCI) and “Societe Civile Particuliere” (SCP) are popular vehicles for owning French...


The New Cryptocurrency Tax Bill: If it ain’t broker, don’t fix it!
BY JAMES DEBATE, US TAX FS President Biden entered office with ambitious plans to reshape the US tax landscape in a more progressive...
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