Despite the present challenges faced by all international financial centres, in particular global volatility in financial services and demands for greater regulation, Bermuda's perennial resilience and ability to adapt...
Miller Thomson LLP
Effective January 1, 2020, Ontario eliminated estate administration tax (also known as probate tax) on estates...
Clark Wilson LLP
Our office has previously written on the topic of secret trusts, here: https://www.cwilson.com/can-you-keep-a-secret-trust/.
On 16 December 2019, Hong Kong's Securities and Futures Commission issued the results of its Survey on Integrating Environmental, Social and Governance Factors and Climate Risks in Asset Management.
Owing to their flexibility, significant numbers of Jersey foundations have been incorporated as orphan structures for specified purposes
The relationship between Jersey and the Middle East is an important one.
Our global Private Wealth team regularly advises clients on charitable giving and philanthropy. In this interview, Henry Wickham from our Jersey team
With 2019 marking the tenth anniversary of the introduction of Jersey foundations into Jersey law, in a series of articles Grant Barbour, Managing Director - Private Client breaks down their key
Despite recent proposals to reform inheritance tax (‘IHT') and capital gains tax (‘CGT') legislation, the tax regime relating to business succession is still favourable for business owners looking...
Whilst certain details of private markets investing have changed very little in the last 25 years (8% hurdle, 20% carry, conference buffet menus, take a bow), there are dramatic changes underway, and now is the time ...
If you think about it, successful brands are a series of promises.
On January 1, 2020, a new statutory regime will apply for the creation, administration, and termination of trusts in Connecticut.
United Arab Emirates
Private wealth solutions for families in the United Arab Emirates ("UAE") have been revolutionised in the past two years by foundation laws in the Dubai International Financial Centre
After spending six days with colleagues from our Jersey, Guernsey and Dubai offices meeting with clients and intermediaries in the UAE, the message remains upbeat: there's plenty of work to be...
On December 18, 2019, the SEC approved a proposing release for public comment that would amend the definition of "accredited investor," as well as amend the definition of qualified institutional buyer
The appetite for socially responsible investing has intensified over the past decade, with particular emphasis on environmental, social and governance ("ESG") factors.
Ostrow Reisin Berk & Abrams
If you experience financial difficulties, it may be tempting to tap into the savings you have accumulated in a 401(k) or similar retirement plan.
Ostrow Reisin Berk & Abrams
Section 1202 offers investors a remarkable tax break: the ability to exclude up to 100% of the gain on the sale of qualified small business stock.
Intertrust recently surveyed professional advisors servicing clients based in the UAE, Saudi Arabia, Qatar, Oman, Kuwait and Bahrain to examine their views on wealth structuring
Herbert Smith Freehills
Every month we survey ten Asian jurisdictions for legal developments concerning trust and estate planning which are of interest to the private wealth industry