Current filters:  
UK
Wealth Mgt
Wealth & Asset Management
UK
IR Global
Are you overlooking a golden opportunity in your advisory practice?
The Sovereign Group
Trustees have a crucial role to play in a trust, which involves the management of assets which in essence belong to the beneficiaries.
IR Global
High net worth individuals are prioritising wealth protection and strategic wealth management strategies to navigate uncertain economic landscapes and safeguard their financial assets.
Withers LLP
Forward-looking family businesses have demonstrated remarkable resilience around the world, empowering them to weather market volatility and commercial shifts.
WTW
Financial market contractions borne from a volatile geopolitical environment and an uncertain global economic outlook continue to drive challenges for firms...
PDT Solicitors
The multi-generational structure of many family businesses can be a strength but also a weakness. It's important to consider how to accentuate the strengths.
Dixcart Group Limited
In our continuous commitment to providing valuable tools for our clients, we are excited to introduce the all-new ‘Corporate Comparison Guide' on our website...
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.
Gerald Edelman
Giving a monetary gift to your family and friends while you're still alive can be a smart move.
Alvarez & Marsal
FOR MANY BUSINESS LEADERS IN WEALTH MANAGEMENT, DESCRIBING 2023 AS "CHALLENGING" FEELS LIKE AN UNDERSTATEMENT.
Herrington Carmichael
When individuals lose the capacity to make decisions for themselves, the appointment of a deputy becomes essential to safeguard their interests.
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)...
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 UK
In this scenario a UK resident individual, let's call him John who was in his early 70's and a widower, found himself facing a significant Inheritance Tax bill.
Dixcart Group Limited
As of 1 January 2024, Pillar 2 (BEPS 2.0) came into effect, as recommended by the OECD, where multinational companies are subject to a global minimum tax of 15% which will apply for the first...
IR Global
We'll be working with Accountants on a range of subjects in 2023… including Time Management.
FREE News Alerts
Sign Up for our free News Alerts - All the latest articles on your chosen topics condensed into a free bi-weekly email.
Popular Contributors
Upcoming Events
Popular Authors
Mondaq Social Media