Mondaq UK: Wealth Management
Herbert Smith Freehills
The FCA has updated the draft transitional direction and draft prudential transitional direction (with explanatory note) under its Temporary Transitional Powers (TTP). Key updates include
GuernseyFinance
As fiduciary professionals, we are operating in a rapidly evolving world of international families and ownership structures; one where international regulation and compliance requirements become increasingly complex just as clients become more global in their outlook.
Withers LLP
As the law firm for success, we understand our clients' needs and their position in the world. We believe that perceptions of wealth are changing and that now is the right time...
Withers LLP
Withers has won the International Legal Team of the Year (large firm) and People's Choice – Trusted Advisor of the Year categories at the STEP 2019/20 Private Client Awards
Ocorian
We are thrilled to have been awarded Multi-Family Office of the Year at the STEP Private Client Awards 2019.
Herbert Smith Freehills
The Department for Exiting the EU (DExEU) has published letters from John Glen MP, Economic Secretary to the Treasury,
Withers LLP
Recent research by Luxury Portfolio International suggests that personal wealth globally has grown by 15% and the number of HNWIs has increased by 25% over the past four years
Herbert Smith Freehills
In this second part of our third episode of our Private Wealth and Charities podcast series Richard Norridge and Mark Adair discuss music and law.
Herbert Smith Freehills
In the third episode of our Private Wealth and Charities podcast series Richard Norridge and Mark Adair discuss music and law. Mark had a successful career
DAC Beachcroft LLP
The concept of housing specifically aimed at older people has many benefits. Improved quality of life and releasing larger
Dixcart
Recent changes in terms of global tax regulations and increasing international tax transparency are vital to consider when implementing strategies to preserve family wealth
Wrigleys Solicitors
The recent case of FL v MJL [2019] EWCOP 31 looked at the authority of a deputy to make gifts from the surplus income of the person whose funds he manages.
Herbert Smith Freehills
The second episode of our Private Wealth and Charities podcast series considers some recent decisions from the English courts in respect of out of time claims for reasonable financial provision
Withers LLP
What is the cost of a sophisticated Family Office? Jeremy Arnold discusses how much a liquid assets may be needed and the challenges some families face.
Dentons
Having a Power of Attorney in place means peace of mind in the event of illness or accident leaving you unable to deal with your own affairs, your attorneys have authority to deal with matters on your behalf.
Hewitsons LLP
The trustees of the Glenfinnan Settlement are being sued by Mrs Ashley Dawson-Damer and her two children, Piers and Adelicia, regarding the disposition of the trust's assets.
Hewitsons LLP
In our February update we featured your right to claim LPA refunds, which can be found here. In summary where an LPA was registered between 1 April 2013 and 31 March 2017
Herbert Smith Freehills
The Supreme Court of Bermuda has recently given judgment in a case concerning the actions of invalidly appointed trustees (C Trust [2019] SC (Bda) 44 Civ (22 July 2019)). The invalidity
Herbert Smith Freehills
Welcome to Herbert Smith Freehills' new monthly private wealth industry updates in Asia.
Withers LLP
The recent US Federal Reserve Bank's cut to interest rates means that we can expect US private wealth and family offices to increase their exposure to direct real
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Wrigleys Solicitors
The recent case of FL v MJL [2019] EWCOP 31 looked at the authority of a deputy to make gifts from the surplus income of the person whose funds he manages.
GuernseyFinance
As fiduciary professionals, we are operating in a rapidly evolving world of international families and ownership structures; one where international regulation and compliance requirements become increasingly complex just as clients become more global in their outlook.
Herbert Smith Freehills
Welcome to Herbert Smith Freehills' new monthly private wealth industry updates in Asia.
Shepherd and Wedderburn LLP
The Senior Managers and Certification Regime (SMCR) comes into force on 9 December 2019 for all Financial Conduct Authority (FCA)-regulated asset management firms, replacing the old Approved Persons Regime.
Claritas
A Family Investment Company is an entity used as a vehicle to hold, protect and invest family wealth and provide for flexible extraction of funds. Family Investment Companies ...
Gowling WLG
The Financial Conduct Authority (FCA) published its Final Rules on the extension of the Senior Managers and Certification Regime (SMCR) to all solo-regulated firms in July 2019
Ocorian
We are thrilled to have been awarded Multi-Family Office of the Year at the STEP Private Client Awards 2019.
Herbert Smith Freehills
The Department for Exiting the EU (DExEU) has published letters from John Glen MP, Economic Secretary to the Treasury,
Herbert Smith Freehills
In this second part of our third episode of our Private Wealth and Charities podcast series Richard Norridge and Mark Adair discuss music and law.
Withers LLP
Withers has won the International Legal Team of the Year (large firm) and People's Choice – Trusted Advisor of the Year categories at the STEP 2019/20 Private Client Awards
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