High Net Worth
Best Practice | 4 Apr 18
High net worth family planning using trusts
In this real-life case study, a high net worth family of mixed ethnicity faces complex issues around succession planning, inheritance tax and forced heirship.
Zurich ramps up high net worth offering with UK acquisition
Zurich UK has agreed to acquire Oak Underwriting in a move that the company believes will transform the firm’s scale in the high net worth sector.
Best Practice | 22 Mar 18
Why high net worths are leaving the UK
The UK has lost its reputation as a top destination among high net worth individuals, who have been left disenchanted by the direction of government policy, prompting an outflow to more attractive jurisdictions.
Advisers at 5-year low among Aussie rich
Nervous Australian millionaires are increasingly turning their backs on financial advisers and hanging onto excess cash, according to a new study.
Latest news | 31 Oct 17
Secure expat rights now, says top immigration lawyer
Expats should “bag” all the UK/EU rights available to them before the end of the current two-year Brexit negotiations, according to a senior immigration lawyer.