Financial Services & Tax

Articles

12 Mar 2014

Undervalue your trust business at your peril

It's disheartening that some international private banks are prepared to just give away a trust as a means of capturing assets under management, says Martin Hall

11 Mar 2014

Are you missing a trick?

Denying your client complete advice about estate planning could be an expensive oversight for both of you, says Scott Gallacher

28 Feb 2014

Tchenguiz-Imerman v Imerman

Simon Thomas looks at the outcome of a case focused on trusts and beneficiaries

28 Feb 2014

Time and emotion

Helping clients fully understand their financial needs and goals is what drives them and Roger Brosch, he tells Jennifer Palmer-Violet

26 Feb 2014

Making a tax-compliant point

Liechtenstein shares many similarities with Switzerland but it is constantly moving with a changing wealth world to stand its independent ground, says Dr Ariel Sergio Goekmen

18 Feb 2014

Flying solo

Detailed fact-finding will help clients to make sensible decisions when dealing with the death of their partner or the end of a relationship, says Scott Gallacher

17 Feb 2014

Go the extra mile

For families who are separated by great distance, asset searches after death mean there is much ground to plough, says Fraser & Fraser

14 Feb 2014

Tech City: seedling ground for private client lawyers

Could the tech community east off the Old Street roundabout be the next market for private client lawyers? David Semmens thinks so