Wealth Management Law

The Scottish Government recently published its review of wealth taxation in Scotland. The report does not recommend introducing a wealth tax, but it does consider whether one could operate effectively within Scotland's fiscal and constitutional framework.

Explore how wealth extends beyond financial metrics to encompass values, culture, possessions, and philanthropy. This collection examines the broader dimensions of legacy planning, from values-led investing and cultural perspectives on succession to the emotional significance of heirlooms and passion assets, offering insights into creating meaningful and lasting legacies.

High net worth individuals are increasingly investing in art, watches, wine, classic cars and other collectibles as passion assets. These assets combine personal enjoyment with financial value, requiring careful legal and practical consideration across acquisition, lending, financing and succession planning to protect both their emotional significance and long-term worth.

Guernsey Finance serves as the official promotional body for Guernsey's international finance sector, operating as a collaborative initiative between government and industry stakeholders. The organization works to enhance Guernsey's global reputation and facilitate connections within the international financial services community.

Guernsey Finance serves as the official promotional body for Guernsey's international finance sector, operating as a collaborative initiative between government and industry stakeholders. The organization works to enhance Guernsey's global reputation and facilitate connections within the international financial services community.

The first panel of the event, titled "Flexible fund structuring", explored the relevance of Guernsey’s different fund structures, showcasing how the island’s agility and broad expertise support innovative approaches...

The UK government has introduced significant changes to trust registration requirements, affecting both the Trust Registration Service and the Register of Overseas Entities. These new rules expand registration obligations for overseas trusts holding UK land while providing exemptions for certain low-value trusts, requiring trustees to review their compliance status and take action by specified deadlines.

Sentient International, a boutique trust and corporate service provider in the Isle of Man, is seeking a Senior Company and Trust Administrator to manage luxury asset structures including superyachts, aircraft, and helicopters. This role offers the opportunity to work in a people-centered environment that values work-life balance while handling complex international corporate and trust administration for high-net-worth clients.

You'll find the answer to this question in a recent episode of ‘The Long-Short' podcast, produced by the Alternative Investment Management Association (AIMA), featuring Jersey Finance's Head of Funds, Elliot Refson.

Guernsey Finance serves as the official promotional body for Guernsey's international finance sector, operating as a collaborative initiative between government and industry stakeholders. The organization works to enhance Guernsey's global reputation and facilitate connections within the international financial services community.

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.

Aaron Russell-Davison examines the resurgence of activity across the Middle East and its implications for Guernsey's established regional partnerships. As families navigate evolving wealth dynamics, he analyzes emerging patterns in succession planning, governance frameworks, and the restructuring of international wealth arrangements.