Mondaq All Regions: Wealth Management
Campbells
The last few years have seen a steady flow of Chinese businesses choosing to incorporate entities in the British Virgin Islands (BVI), and Chinese lawyers seeking knowledge on the uses
Watson Goepel LLP
The use of trusts and other vehicles for business and asset protection purposes is a long-standing practice.
Carey Olsen
Cayman partner Bernadette Carey and associate Ardil Salem look at the implications of the recent In re XYZ Limited ...
Wolf Theiss
The wealth management foundation regime was introduced into Hungarian law in March 2019 as a new asset protection and estate planning vehicle, which should serve as an alternative to similar foreign structures.
Walkers
Ireland Cross-Border Fund Distribution.
Giambrone & Partners
The lure of southern Italy has just got that much greater for those people thinking of retiring to somewhere in the sun.
Ogier
In a judgment of the Royal Court issued on 20 March 2019, In the matter of the B Trust [2019] JRC 035, the Royal Court indicated that delay in bringing an application to set aside
KPMG Luxembourg
The asset management industry in the United Kingdom is the one of the biggest in the world, while Luxembourg is often cited as a key jurisdiction ...
Mamo TCV Advocates
Maltese law allows for the continuation of foreign foundations and associations in Malta
Appleby
This article provides an analysis of the likelihood of enforcing foreign judgments against foreign parties before the Mauritian Supreme Court.
BCL Solicitors LLP
An increasing number of people are finding themselves on the receiving end of summary forfeiture proceedings in the magistrates' court ...
STA Law Firm
As a company within the Middle East, there are many seemingly insurmountable risks, such as financing, asset transfers or high-risk opportunities, which risks previously held no viable risk
Ropes & Gray LLP
Well, the executive order is primarily intended to promote private investment in domestic energy infrastructure and its broader then just these retirement issues.
Proskauer Rose LLP
The April § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 3.0%, which is a decrease from the March rate of 3.2%.
Maples Group
Recent changes to US tax legislation regarding the audit process for partnerships have important implications for CLO managers ...
Mayer Brown
If you are reading this today, on April 1, and you have a December 31 fiscal year end, then you have survived your annual Form ADV amendment. Congratulations!
Ostrow Reisin Berk & Abrams
According to the Wall Street Journal, cash was the best performing asset class in 2018. However, many investors shy away from cash investments, such as Treasury bills, money market funds and savings accounts.
Duff and Phelps
The BEAT is in addition to the taxpayer's regular tax liability.
McLane Middleton, Professional Association
New Hampshire recently signaled its intention to be one of the leading states for fiduciaries to consider by enacting The New Hampshire Foundation Act, making it the first state to permit the establishment of civil law foundations.
GuernseyFinance
A Guernsey lawyer has backed the island's longstanding commitment to China and Hong Kong and said the island is well positioned to be attractive to high net worth individuals in the region
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McCarthy Tétrault LLP
Late last week, the NYAG filed a law suit in the Supreme Court of the State of New York against Exxon alleging that Exxon violated, among other things, the securities fraud provisions of a 1921 New York statute...
Clark Wilson LLP
The case of Gully v Gully, 2018 BCSC 1590 provides useful insight on a peril of putting property into joint tenancy. The decision illustrates the importance of considering the financial status...
Collins Barrow National Incorporated
The single tax measure introduced in the 2018 fall economic update was accelerated capital cost allowance for eligible property.
Collins Barrow National Incorporated
In Canada, corporations may claim a small business deduction on their corporate tax returns, effectively reducing the corporate tax rate on the first $500,0001 of taxable income from active business income.
Mayer Brown
Investment consultancy and fiduciary management new requirements for UK pension scheme trustees and service providers
Watson Goepel LLP
The use of trusts and other vehicles for business and asset protection purposes is a long-standing practice.
Miller Thomson LLP
Born in Vancouver, raised in Toronto, educated in New York, graduate degree from England, first job in Hong Kong, transferred to Tokyo, retired in the Cayman Islands.
Carey Olsen
Cayman partner Bernadette Carey and associate Ardil Salem look at the implications of the recent In re XYZ Limited ...
Norton Rose Fulbright Canada LLP
Intangible assets are the non-monetary, non-physical assets of a business, including its rights, goodwill, overarching brand, and other intellectual property (IP) ...
Norton Rose Fulbright Canada LLP
Merger and acquisition activities in 2018 in the asset and wealth management sector logged a total of 140 deals, up 5% from last year.
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