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Tax & Legal


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


Cayman Foundations: Key Benefits for wealth planning
In the world of international wealth planning, the Cayman Islands have long been synonymous with stability, sophistication, and strategic


CTA/BOI Reporting Moves Forward With Delayed Deadlines And Penalties On Hold
Developments continue with the U.S. Corporate Transparency Act and its reporting requirement even as the reporting deadline is extended and


The importance of regular reviews of estate planning structures
Effective estate planning is more than a one-time exercise for internationally mobile individuals and families. It must evolve with personal


CYPRUS TAX FREEDOM UNLOCKED: Explore the perks of non-dom status
Cyprus is not only a yearly round holiday destination; the European island offers many tax advantages that can enhance investment returns an


Guernsey receives positive MONEYVAL evaluation
The Bailiwick of Guernsey has demonstrated that it meets the most stringent international standards following a highly successful outcome


A fund vehicle to support your friends and family
There may be circumstances when a privately controlled investment company can be attractive for small groups of connected parties. What has


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...
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