Europe: Wealth Management

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Wealth management law thought leadership, articles, podcasts, videos and webinars from expert sources across the legal world. Explore insights covering topics such as offshore banking, offshore company formation, offshore financial centres, wealth and asset management.
Article
Why More Investors Are Using Maltese Companies To Hold Personal Investment Portfolios
High-net-worth individuals and family offices are increasingly turning to Maltese personal investment companies to consolidate diverse portfolios spanning traditional assets, real estate, and digital holdings. This article explores how Malta's EU membership, extensive tax treaty network, and robust legal framework make it an attractive jurisdiction for structuring private wealth through corporate vehicles that offer enhanced governance, tax optimization, and simplified administration.
Malta Wealth Mgt
PS
Papilio Services Limited
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Article
Savings And Investments Union: What Does It Mean For Malta?
Malta's Permanent Representative to the EU, Neil Kerr, examines how the proposed Savings and Investments Union differs from the Capital Markets Union and explores its potential impact on Malta's high household savings rate. The discussion addresses whether this EU initiative can effectively channel Malta's substantial savings into more productive investments while respecting national competencies and market proportionality.
Malta Finance
FM
Finance Malta
Article
Valencian Community Declares More Tax Cuts For Residents
The Valencian Community has introduced significant tax reforms for 2026-2027, including reduced income tax rates, a doubled wealth tax exemption to €2 million per person, and expanded inheritance and gift tax reliefs for family businesses and wider family members. These changes position Valencia as an increasingly attractive region for wealthy residents and families planning intergenerational wealth transfers.
Worldwide Tax
SI
Spectrum IFA Group
Article
Varlık Barışından Yararlanabilmek Için Varlıklara Belli Bir Tarih Itibariyle Sahip Olmak Ve Bunu Tevsik Etmek Zorunlu Mudur?
Söz konusu yazımda, varlıklara belli bir tarih itibariyle sahip olma ve bunu tevsik etme şartının bulunmadığını, dolayısıyla varlıklara düzenlemenin yayımlanmasından sonraki bir tarihte sahip olunmasının varlık barışından yararlanmaya engel teşkil etmeyeceğini ifade etmiştim.
Turkey Tax
B
BDO TURKIYE (DENET YEMINLI MALI MUSAVIRLIK A.S.)
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Article
Market Moves: JPF Enhancements - One Year On
One year after Jersey introduced significant enhancements to its Jersey Private Fund (JPF) regime, the market is already demonstrating the value of those changes. In the latest Market Moves video, Peggy Gielen, Senior Legal and Technical Manager at Jersey Finance, is joined by Matt McManus, Partner at Ogier, and Arindam Madhuryya, Partner at Carey Olsen, to reflect on how the enhancements have strengthened Jersey's position as a leading jurisdiction for private capital.
Jersey Finance
JF
Jersey Finance Limited
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