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Wills And Trusts

Alternatives | 19 Dec 17

How 2017 was a record breaker for investment trusts

Secondary fundraising within investment trusts hit an all-time high of £6bn in 2017, up £1bn on last year, according to research from the Association of Investment Companies.

Best Practice | 5 Dec 17

Trusts: How to get the jurisdiction right

Trusts form an important part of UK tax planning and can offer a wide range of opportunities. To advise a client correctly regarding the setting up and maintenance of a trust, it is important to establish if the trust itself is treated as a UK resident trust or a non-UK resident trust, says Canada Life.

Italian princess to appeal $200m trust fund ruling

Europe | 28 Nov 17

Italian princess to appeal $200m trust fund ruling

An Italian princess is disputing a Jersey Royal Court judgement that she conspired with her film-star mother to secretly direct $200m of family wealth away from her sister.

Will investors stick with ‘cash cow’ M&G?

Industry | 23 Nov 17

What does fairer, simpler, more transparent trust taxation mean?

With the budget lacking much detail, the financial services industry has been left to ponder what the chancellor actually meant when he said the government will publish a consultation in 2018 on how to make the taxation of trusts simpler, fairer, and more transparent.

Industry | 14 Nov 17

Tighter offshore trust and tax regulation in budget says RSM

A potentially misconceived public perception of offshore trusts and tax law is putting pressure on chancellor Philip Hammond to further tighten regulations in the upcoming UK budget, according to experts from consulting firm RSM.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.