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


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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