A Hybrid Investment in Real Estate and Residence or Citizenship
Thomas Scott , Group Head of Real Estate at Henley & Partners Real estate serves as a fundamental means of creating and preserving...
top of page
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.
Investment Migration Is a Sustainable Win–Win
High-net-worth investors use investment migration to mitigate sustainability risks, driven by climate change for greater global access.
ESG Investments - Three Points to Consider
High-net-worth investors seek ESG investments to balance financial returns and positive impact.
The Three Cs of Employee Sustainability
Employee sustainability is crucial for business success - prioritising culture, work-life balance and career progression to retain talent.
Investing with Purpose: How Sustainable Strategies Drive Positive Change
Sustainable wealth management is key for families, focusing on stewardship, ESG principles, and tailored solutions by Highvern
Financing the Nature Transition: a holistiQ approach
Nature is our keystone asset, yet it's deteriorating. Investing in nature reduces climate risks and supports economic stability.
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
News & Insights
bottom of page