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UK
Wealth Mgt
Guernsey
Ogier
The greatest wealth transfer to the next generation is highly anticipated within the next decade. Often referred to as the "great wealth transfer", it has been a central focus in the Ogier article series...
Isle of Man
Dixcart Group Limited
Reforming the UK's Non-Domicile tax regime is an objective contained within the Labour Party's policy platform.
Jersey
Ogier
It is around 20 years since the term "ESG" was first coined in a UN report, but it is only over more recent years that the concept has gathered significant momentum.
Ogier
With 70% of families identifying a greater role for the next gen in family office activity in the coming years (Family Capital, 2022)...
UK
WTW
Financial market contractions borne from a volatile geopolitical environment and an uncertain global economic outlook continue to drive challenges for firms...
IR Global
Industry leaders have welcomed the Government's new Critical Imports and Supply Chain Strategy, safeguarding UK supplies of critical goods such as medicines, minerals and semiconductors.
Matheson
The UK government has granted equivalence for UCITS under the UK Overseas Fund Regime ("OFR"), meaning that UCITS can be marketed into the UK without meeting any additional UK requirements.
Gerald Edelman
Managing your finances can be a complex and time-consuming task. From investments and taxes to estate planning and risk management, personal finance can become a confusing maze of decisions and strategies.
Alvarez & Marsal
FOR MANY BUSINESS LEADERS IN WEALTH MANAGEMENT, DESCRIBING 2023 AS "CHALLENGING" FEELS LIKE AN UNDERSTATEMENT.
Dixcart UK
Mr. Smith has been a client of Dixcart's for many years and he wants to explore the options available to provide financial help to his children, as they get older and start their careers.
Herbert Smith Freehills
The FCA and HM Treasury (HMT) have published a joint discussion paper, ‘Advice Guidance Boundary Review – proposals for closing the advice gap...
Thomson Snell & Passmore
With Christmas fast approaching, Amy Lane at Thomson Snell & Passmore answers questions about the tax implications of giving money or other assets during the festive season (or indeed at any time)...
Old Mill
A recent report from M&G Wealth ‘Family Wealth Unlocked' (September 2023) finds that there's been an increase in the number of people not wanting to discuss family finances...
European Union
Travers Smith LLP
A regular briefing for the alternative asset management industry.
Worldwide
Travers Smith LLP
The EU's Corporate Sustainability Reporting Directive, or CSRD, will require many large companies (including many alternative asset managers)...
Dixcart Group Limited
When you or your client think about their new Superyacht it might conjure visions of luxurious relaxation, crystal clear blue waters and basking in the sun; conversely, ...
Dixcart Group Limited
We have now had an extended period in which world markets have been shaken by international events.
Dixcart Group Limited
Global mobility and the portability of Corporate Structures has become increasingly important to Clients and their Advisers, who often move corporate entities from one jurisdiction to another.
Dixcart Group Limited
The Isle of Man Companies Act 2006 (CA 2006) introduced what is commonly referred to as the New Manx Vehicle (NMV). Companies incorporated under the Isle of Man Companies Act 2006 provide a more modern and dynamic form of corporate entity ...
IR Global
We'll be working with Accountants on a range of subjects in 2023… including Time Management.
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