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Searching Content indexed under Wealth Management by Wedlake Bell ordered by Published Date Descending.
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1
Autumn Statement 2016: Private Client Announcements
On 23 November 2016 the new Chancellor, Philip Hammond, delivered his first (and what he announced would be his last) Autumn Statement.
UK
29 Nov 2016
2
Why HMRC's New Regime Under CRS Is Bad News For HNWS
The 'unprecedented' amount of data the Revenue will receive from CRS-jurisdictions puts them in a stronger position of power, writes Camilla Wallace.
UK
10 Oct 2016
3
The Factors Fuelling Global Family Office Growth
A family office protects what has been achieved and takes full advantage of all the social capital the family brings says Rosalyn Breedy in an interview with Campden Family Business.
UK
14 Sep 2016
4
‘Passion Investments': A New Avenue For Family Offices?
Risk-assessment and good governance should not be overlooked when family offices decide to take philanthropy to the next level, writes Rosalyn Breedy.
UK
7 Sep 2016
5
Brexit - Implications For International Private Investors And UK Wealth Management
The implications of Brexit for international private investors and UK wealth management need to be considered from two perspectives.
UK
22 Jul 2016
6
Wealth Planning For Entrepreneurs
The founders of SwiftKey (a British technology company) recently agreed to sell their London-based business to Microsoft for £174 million ($247 million).
UK
18 Apr 2016
7
Mossack Fonseca Could Face Action From Clients As Well As Regulators
Mossack Fonseca, the Panama based law firm is at the centre of a furore following what has been described as one of the largest data breaches ever reported.
Worldwide
13 Apr 2016
8
A Time Of Change
The Chancellor's Summer Budget on 8 July 2015 was a full Budget in terms of content for wealth management practitioners.
UK
20 Jan 2016
9
Parents Are Initiating Pre-Nups To Protect Family Wealth
The Law Society has recently reported that family lawyers have observed a notable rise in enquiries regarding pre-nups.
UK
4 Dec 2015
10
Welcome Change
In her regular column for Solicitors Journal, Victoria Mahon de Palacios rounds up recent developments in wealth management.
UK
20 Apr 2015
11
Changes To Offshore Loans For UK Property
Back in 2008 the Finance Act introduced sweeping changes to the way non-UK domiciled individuals resident in the UK were to be taxed.
UK
15 Dec 2014
12
Wealth Management Update - Aug 19, 2014
Will the EU bring into force requirements for member states to create a public register of trusts?
UK
29 Aug 2014
13
Court Of Appeal Ends Claim And Other Infrastructure Project News
The UK statutory residence test came into effect on 6 April 2013 and for many non-UK residents brings a welcome level of clarification and certainty to the UK rules on residency.
UK
2 Dec 2013
14
Autumn Statement Speculation: CGT To Be Extended To Non-UK Residents?
Speculation has started about what will be included in George Osborne's Autumn Statement scheduled for 5 December 2013.
UK
25 Nov 2013
15
The Importance Of Choosing The Right Attorneys And Deputies
Attorneys and deputies are the persons appointed to look after your financial and personal affairs in the event of loss of mental capacity.
UK
18 Jul 2013
16
The Risk Of Financial Abuse In Mental Incapacity Situations
The case of Re GM: MJ and JM v The Public Guardian MHLO 44 emphasises the scope for financial abuse when deputies are managing a patient's financial affairs.
UK
17 Jul 2013
17
Wealth Management Update
Draft guidance over a new statutory residence test and the increase of the inheritance tax exemption are just two of a range of significant changes in the trusts and estates area.
UK
26 Jun 2013
18
Investment Criteria In The Court Of Protection
The recent case of Re Buckley provides an important message for those that act as attorneys or deputies regarding what they can and cannot do when investing a donor’s or patient’s funds.
UK
20 Jun 2013
19
Bienvenue En Grande Bretagne: Cameron Rolls Out The Red Carpet To Wealthy French Neighbours
Following Mr Hollande’s successful campaign earlier this summer to become France’s first socialist president in 17 years, it looks like the UK might end up being the beneficiary of his new tax proposals.
France
19 Oct 2012
20
How To Avoid Clegg's Emergency Wealth Tax
Whether it is a genuine step to rebalance the books or a political gamble to regain the balance of power within the coalition government following the Liberals' defeat on Lords reform, Nick Clegg's proposal (described as a ‘statement of intent’ by the BBC's political editor Nick Robinson) regarding the introduction of an emergency wealth tax in the UK has taken most by surprise.
UK
3 Sep 2012
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