Mondaq All Regions: Wealth Management
Pointon Partners
Protecting your assets from legal liabilities and claims makes a lot of sense and involves forward thinking and planning.
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.
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) ...
Carey Olsen
Cayman partner Bernadette Carey and associate Ardil Salem look at the implications of the recent In re XYZ Limited ...
Chambersfield Economides Kranos
Asset management is essential if a company is to maximize the return on investment (ROI) to its shareholders and stakeholders. Despite its importance, however, many numerous companies
Playbell & Co
On the 02 November 2018 the Central Bank of Cyprus issued a circular to all credit institutions under its supervision revising the definition of "shell companies"...
Xenios L. Xenopoulos LLC
Cyprus is and has been for many years now an established International Business and Financial Centre because of the incentives, the good infrastructure, and its considerably extensive network of Double Tax Treaties.
Totalserve Management Ltd
The Cyprus International Trust ("CIT") continues to enjoy an increased momentum and demand, not only through the establishment of new trusts but also through having foreign trusts ‘redomiciled' to Cyprus and becoming CIT's.
Patrikios Pavlou & Associates
The concept of the trust as we know it in our days dates back to the Crusaders in the 12th Century and is based on the Anglo-Saxon legal system.
Matheson
On 24 January 2019, the Irish funds industry representative association, Irish Funds, made a submission to the Central Bank of Ireland ("Central Bank") ...
Matheson
Whether the United Kingdom leaves the European Union on 29 March 2019
Duff and Phelps
In this edition of Regulatory Watch, the experts in Duff & Phelps' Paris Compliance and Regulatory Consulting team, provide a detailed synopsis of the latest news and publications issued by France's Autorité des marchés financiers ...
Dentons
The Hungarian Parliament has voted in favor of a bill to introduce a new form of asset management foundation (‘vagyonkezelő alapítvány'), which will serve as a special type of investment vehicle.
Ogier
International Savings Plans (ISPs) are income tax exempt, flexible, savings plans aimed at benefitting employees of multinational and international companies.
Labuan IBFC Inc
Closely akin to the effort of planting a tree, many would agree that material wealth is not made for its own sake. It serves as a powerful tool in the hand of the founder and is a valuable resource
Andersen Tax LP
As the family business grows through various phases from its start-up to maturity, the need to keep proper records is the crux of its success…or failure.
Perez Llorca
En esta consulta la DGT resuelve una cuestión que ya ha sido planteada, y resuelta, en consultas anteriores como, por ejemplo, la consulta V0478-18, de 21 de febrero de 2018.
Mayer Brown
Trustees and employers who use a guarantee or charge to reduce their pension scheme's Pension Protection Fund (PPF) ...
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.
Womble Bond Dickinson
The Hart-Scott-Rodino Antitrust Improvements Act of 1976 ("HSR Act") requires that parties to significant mergers, acquisitions, or other transactions notify the Federal Trade Commission ("FTC") and the Department of Justice ("DOJ") prior to consummating the transaction.
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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
Fenwick & West LLP
Released on November 30, 2018, the foreign tax credit proposed regulations provide a comprehensive new framework for calculating the foreign tax credit in light of several changes made by the Tax Cuts
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.
Thompson Coburn LLP
The Golden State has recently adopted a new law requiring certain lenders and intermediaries to provide special disclosures to commercial loan customers in connection with certain types
Crowe Soberman LLP
In December 2018, the Accounting Standards Board amended Section 3856, Financial Instruments (the "Section"), to address concerns on the accounting for financial instruments in a related party transaction.
Fogler, Rubinoff LLP
The technique of using multiple wills, which became the standard among estate planning solicitors as a method of limiting the amount ...
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