News, Comment & Analysis results for Trusts and Estates

Trust Estate
24 August 2020

Wills In The 21st Century - The Significance Of Virtual Witnessing

The UK government now allows wills to be witnessed virtually - clearly a major benefit in an age of...

Trust Estate
24 April 2020

Estate, Tax Planning In A World Turned Upside Down

For many sensible reasons, now is a good time to consider protecting family wealth through estate...

Trust Estate
30 March 2020

Trusts: Upheavals And Innovations

A senior international figure in the trusts sector, with a close understanding of the industry in...

Trust Estate
6 January 2020

Conference Preview: Privacy, Trusts And Governance In Switzerland, Liechtenstein

One of the most important private client, trusts and estate planning industry events of the year...

Trust Estate
21 October 2019

Major Inheritance Tax Ruling - A Jersey Charitable Trust Case

The Supreme Court has ruled that a deceased woman's gift to a charity in her native Jersey is...

Trust Estate
18 October 2019

Lessons From Earl Spencer's Decision To Shake Up Family Succession, Legal Comment

Wealth advisors can learn important lessons from these high-profile cases. ...

Trust Estate
11 October 2019

JP Morgan Launches Singapore-Based Trust Company

The organisation is aiming to build its team and operations in Asia and the Middle East. ...

Trust Estate
12 September 2019

We Need To Talk About Inheritance - But Too Many Don't

Authors of a recent report discuss what deters families from discussing wealth with their offspring...

Trust Estate
3 July 2019

Family Investment Companies: What They Are And Their Benefits

The article examines a structure called the "family investment company" - in particular, its tax...

Trust Estate
15 May 2019

The Moursi Vs Doherty Inheritance Dispute - The "Undue Influence" Test

This article explores a recent court dispute where the issue of "undue influence" - a specific term...

Comment & Analysis results for Trusts and Estates

Trust Estate
8 August 2012

Interview: How One Silicon Valley Firm Tackles The Delicate Issue Of Wealth Transfer

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Trust Estate
8 August 2012

Interview: How One Silicon Valley Firm Tackles The Delicate Issue Of Wealth Transfer

The $5 million gift tax exemption has really pushed the wealth transfer issue to the forefront of...