Guest Article Archive
Why Donor-Advised Funds Excel Under New UK Tax Regime
Against a background of large rises - and threatened increases - to taxes such as IHT in the UK,...
Post-Separation Accrual And The Separation Test
The date on which parties separate in divorce cases is significant in establishing how assets are...
Every HNW Couple Should Get a Prenup: Lessons from Standish v Standish
The author of this article argues that the "best advice" for HNW individuals is to agree to a pre-...
HMRC’s Pursuit Of The Wealthy – HNW Individuals Must Wake Up
Faced with UK government-set targets to increase tax collection, the tax authority must view high...
Navigating Shareholder Meetings In A Digital Age
The authors – from a law firm – explores the developing world of hybrid meetings among business...
Attracting Acquirers: M&A In Asset, Wealth Management
There's a lot of consolidation going on in the world's wealth management sector and the author of...
Bad Romance: Protecting Vulnerable Family Members From Love Scammers
With data showing a significant rise in cases of such "romance fraud," advisors need to be aware of...
Early Estate Planning: Why UHNW, HNW Individuals Should Plan Sooner
Plan early and thoroughly – these are the take-home points from an article looking at the...
Navigating Operational Resilience – Regulation In Cloud Computing
Cloud computing is now so dominant that it is easy, and a mistake, to ignore the risks it may...
Fathers and the Future: Building a Legacy Beyond Wealth
Last weekend, Father's Day provided people with a chance to pause and consider what fatherhood...
From Tradition To Transaction – The Rise Of Private Equity In Middle East Family Businesses
The following article from law firm Charles Russell Speechlys explores the involvement of Middle...
Reform Of The Wills Act 1837: Proposed Changes, Possible Impact On Trusts, And Estates
Published on 16 May 2025, the Law Commission Report on modernising the law governing wills has put...
The Standish Vs Standish Divorce Case – How Assets Are Treated
The case has raised the question as to what extent can property in financial remedy cases be...
Reputation, Misinformation And Limits Of De-Banking Reform
Two years ago, the UK political and banking world was rocked by the “de-banking” of Nigel...
Tokenization Is No Threat To Traditional Finance – It’s The Future
The "old" worlds of finance, including fixed income, have much to learn from new fields such as...
Pre-IPO Investing: What Every Financial Professional Should Know
What are the advantages – and some of the risks – of investing in a company before it makes its...
Protecting Wealth For Next Gen: Another Look At Trusts
For groups such as internationally mobile families, and indeed domestic UK ones, the role of trusts...
AI Integration Pitfalls That Could Cost Your Business
Wealth managers can miss out on the promise of AI if they don't get the right foundations in place,...
When Does Non-Matrimonial Property Become Matrimonial Property?
This article considers the implications of a recent case considered by the UK Supreme Court in a...
The Under-The-Radar Safe Haven As Traditional Bonds Toil
It is time to consider the virtues of "covered bonds," which are debt instruments with a certain...