Mondaq UK: Wealth Management
Matheson
On 24 January 2019, the Irish funds industry representative association, Irish Funds, made a submission to the Central Bank of Ireland ("Central Bank") ...
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
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
We are very pleased to announce the launch of our new Private Wealth & Charities podcast series.
Ocorian
In the past, high-net-worth families have often established their family offices in their home jurisdiction, but those habits are changing.
Withers LLP
Our expertise and the advice we offer to high net worth individuals has recently been recognised in the latest release of Chambers and Partners' HNW rankings.
Withers LLP
The California legal publication, Daily Journal, launched this week a regular column featuring articles by Withers attorneys titled, "Wealth with Withers."
BCL Solicitors LLP
An increasing number of people are finding themselves on the receiving end of summary forfeiture proceedings in the magistrates' court ...
Mayer Brown
Trustees and employers who use a guarantee or charge to reduce their pension scheme's Pension Protection Fund (PPF) ...
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
Withers LLP
There has never been a time in history when all of the nations in the world were safe and free from political, personal, financial, commercial or other risks.
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Giambrone & Partners
The question of inheritance can unwittingly cause rifts and dissension within a family leading to legal challenges and in the worst case, a fractured family.
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.
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.
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
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.
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
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.
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.
Hogan Lovells
The FCA has published the findings of a review into how successfully the SMCR is embedded into the banking sector.
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