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Succession Planning


Asset protection takes centre stage for Asian clients
the complexity of family dynamics, coupled with the ongoing challenge of imminent mass wealth transfer to the next generation, is prompting


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


AI Unleashed for Trustees & Family Offices: The Ultimate Playbook for Simplifying Compliance, Maximizing Revenue, and Reducing Risk
As trustees and family offices struggle with the increasing complexity of regulatory compliance and risk management, the future of wealth ma


Ten Years of Clairmont Trust Company: A Journey in Fiduciary Services
A decade ago, my partners and I left the security of large private banks to launch Clairmont Trust Company in The Bahamas, driven by the


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...


Trusts stand the test of time in global succession planning
Rudi Bodenstein, Partner and Senior Trustee, Stonehage Fleming Jersey Succession planning structures have come and gone, but trusts have...


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.


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
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