Isle of Man: Wealth & Asset 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.

Professional Trustees: Protecting Wealth, Preserving Legacies

Managing and protecting your assets can feel complex but it doesn't have to be – what you need is professional trustees.

Isle of Man Wealth Mgt

SI

Sentient International Limited

Why Are Family Offices Relocating To The Isle Of Man?

Each Family Office is as unique as the Ultra-High-Net-Worth (UHNW) family it represents.

Isle of Man Commercial

DG

Dixcart Group Limited

The Isle Of Man's Yacht Engaged In Trade (YET) Scheme: A Strategic Advantage For Owners And Advisors

Their advisors are increasingly seeking structures that balance private enjoyment with the ability to generate charter income when opportunities arise.

Worldwide Transport

DG

Dixcart Group Limited

5 Lessons In Wealth Preservation For Middle Eastern Families

Wealth preservation isn't just about having a plan. It's about having the right one. For many Middle Eastern families, legacy planning can be a delicate balance between personal wishes, regional laws, and cross-border realities.

Isle of Man Wealth Mgt

SI

Sentient International Limited

Protecting Luxury Assets And Preserving Legacies In The Middle East

Worldwide Wealth Mgt

SI

Sentient International Limited

Isle Of Man Trusts: Succession Planning In A Changing World

Worldwide Commercial

DG

Dixcart Group Limited

Offshore Trusts And Foundations In The Isle Of Man: A Strategic Guide For Modern Wealth Management

Worldwide Commercial

DG

Dixcart Group Limited

Educating The Next Generation: Financial Literacy In Families

Isle of Man Wealth Mgt

SI

Sentient International Limited

Beyond Tax – The Evolving Role Of The Advisor & Trustee In Modern Wealth Planning

Isle of Man Wealth Mgt

SI

Sentient International Limited

Ringfencing: Protecting Your Assets Through Smart Structuring

Isle of Man Wealth Mgt

SI

Sentient International Limited

Why Getting Your Affairs In Order Should Be Your Only New Year's Resolution For 2025

Isle of Man Wealth Mgt

SI

Sentient International Limited

Residence-Based Regime For UK Inheritance Tax And Foreign Income And Gains

Isle of Man Commercial

DG

Dixcart Group Limited

Unlocking Growth: How Equity Incentive Plans Drive Success In Growing Corporations

Worldwide Wealth Mgt

DG

Dixcart Group Limited

Isle Of Man Trust Basics: The Three Certainties

Isle of Man Wealth Mgt

DG

Dixcart Group Limited

Isle Of Man Companies Act 2006: Still A Solid Choice For Global Business

Isle of Man Commercial

SI

Sentient International Limited

The Isle Of Man's Yacht Engaged In Trade (YET) Scheme: A Strategic Advantage For Owners And Advisors

Worldwide Transport

DG

Dixcart Group Limited

Isle Of Man Ship Registry Launches Isle Of Man YET Scheme

Isle of Man Transport

SI

Sentient International Limited

The Best Kept Secret Of Smart Structuring…the Isle Of Man Holding Company

Isle of Man Commercial

SI

Sentient International Limited

Guide To Fintech Law In The Isle Of Man 2025

Isle of Man Technology

A

Appleby

Isle Of Man Private Foundations Overview

The Private Foundation represents a unique incorporated vehicle that is becoming increasingly popular for estate planning, asset protection, and a wide and varied array of activities.

Isle of Man Commercial

DG

Dixcart Group Limited

Why Are Family Offices Relocating To The Isle Of Man?

From the House of Rothschild in the 18th century to present day, every Family Office has been and remains as unique as the Ultra-High-Net-Worth (UHNW) family it represents.

Worldwide Immigration

DG

Dixcart Group Limited

Planning For A Superyacht? Here Is What You Need To Consider (1 Of 2)

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, ...

Worldwide Wealth Mgt

DG

Dixcart Group Limited

Using An Isle Of Man SPV For Financing International Investment

We have now had an extended period in which world markets have been shaken by international events.

Worldwide Wealth Mgt

DG

Dixcart Group Limited

Offshore Discretionary Trusts: The What, How And Why

Worldwide Commercial

DG

Dixcart Group Limited

Redomiciling Your Company To The Isle Of Man

Worldwide Wealth Mgt

DG

Dixcart Group Limited

What Is An Isle Of Man 2006 Act Company?

Worldwide Wealth Mgt

DG

Dixcart Group Limited

Offshore Trust Solutions For HNWI's Moving To The UK

Isle of Man Wealth Mgt

DG

Dixcart Group Limited

7 Reasons Entrepreneurs Should Consider Offshore TCSPs (Part 5/5) (Video)

Worldwide Wealth Mgt

DG

Dixcart Group Limited

Employee Ownership Trusts: A Summary

Worldwide Commercial

DG

Dixcart Group Limited

Employee Ownership Trusts: A Complete Overview

Worldwide Commercial

DG

Dixcart Group Limited

7 Reasons Entrepreneurs Should Consider Offshore TCSPs (Part 4/5) (Video)

Worldwide Wealth Mgt

DG

Dixcart Group Limited

7 Reasons Entrepreneurs Should Consider Offshore TCSPs (Part 3/5) (Video)

Worldwide Wealth Mgt

DG

Dixcart Group Limited

A First-Choice Jurisdiction For Non-EU Superyacht Owners

Worldwide Transport

DG

Dixcart Group Limited

Employee Ownership Trusts: A Complete Overview

The HMRC Open Consultation on the Taxation of Employee Ownership Trusts and Employee Benefit Trusts has just closed as at 25 September 2023...

Worldwide Commercial

DG

Dixcart Group Limited

7 Reasons Entrepreneurs Should Consider Offshore TCSPs (Part 4/5) (Video)

🚩 Welcome to Part 4 of our 5-Part Series based on our latest article: '7 Reasons Entrepreneurs Should Consider Offshore Trust & Corporate Services' 🚩

Worldwide Wealth Mgt

DG

Dixcart Group Limited

7 Reasons Entrepreneurs Should Consider Offshore TCSPs (Part 3/5) (Video)

🔍 Welcome to Part 3 of our 5-Part Series based on our latest article: '7 Reasons Entrepreneurs Should Consider Offshore Trust & Corporate Services' 🔍

Worldwide Wealth Mgt

DG

Dixcart Group Limited

A First-Choice Jurisdiction For Non-EU Superyacht Owners

The Isle of Man has a long history of maritime structuring, and Superyacht planning in particular. In recent times, there has been a growing trend in the use of Isle of Man Corporate vehicles for the ownership of Non-EU clients' Superyachts.

Worldwide Transport

DG

Dixcart Group Limited

7 Reasons Entrepreneurs Should Consider Offshore TCSPs (Part 2/5) (Video)

Worldwide Wealth Mgt

DG

Dixcart Group Limited

Trusts And Foundations: Current Perspectives From Dixcart Isle Of Man

The Isle of Man is a jurisdiction well known for the establishment and management of both Isle of Man Trusts and Foundations.

Isle of Man Wealth Mgt

DG

Dixcart Group Limited

Offshore Trusts: A Modern Approach | 2022 (Video)

David Walsh from Dixcart's Isle of Man office discusses some of the key principles of offshore trust planning and who they may be appropriate for in todays world.

Isle of Man Wealth Mgt

DG

Dixcart Group Limited

Establishing And Administering An Isle Of Man Foundation (2 Of 3)

This is the second in a three-part series we have produced on Foundations, building up to a webinar hosted by experts who can help you to meet your clients' needs.

Worldwide Wealth Mgt

DG

Dixcart Group Limited

Isle Of Man Foundations For Offshore Planning – An Introduction (Article 1 Of 3)

Steve Doyle Whilst Isle of Man Trusts and Isle of Man Limited Companies have been mainstays of offshore wealth planning for decades, the relatively recent introduction of the Isle of Man Foundation in...

Worldwide Commercial

DG

Dixcart Group Limited

Private Trust Companies – Isle Of Man

Isle of Man Commercial

S

Simcocks

Turning Back Time – Does The Doctrine Of Mistake Apply To Foundations?

Isle of Man Wealth Mgt

DA

DQ Advocates

Foundations And Their Practical Application In The Isle Of Man

Isle of Man Wealth Mgt

S

Simcocks

Trustees: What Is A Lien?

Isle of Man Finance

DA

DQ Advocates

Who Wants To Be A Billionaire?!

Isle of Man Wealth Mgt

DA

DQ Advocates

Features Which Make Isle Of Man Foundations Attractive Asset Protection Vehicles

Isle of Man Wealth Mgt

DG

Dixcart Group Limited

Methods Of Winding Up A Solvent Isle Of Man Company

Isle of Man Commercial

A

Appleby

Use Of A Guernsey Or Isle Of Man Family Investment Company To Hold UK Assets

Isle of Man Wealth Mgt

DG

Dixcart Group Limited

Business Assets On Divorce

Isle of Man Wealth Mgt

S

Simcocks

Is Ryan Giggs A Genius? Dividing A Couple's Assets On Divorce

Isle of Man Family

S

Simcocks

Trust Investments - Reducing The Risk

Isle of Man Wealth Mgt

A

Appleby

DQ's Trusts, Pensions & Private Client Team Contributes IOM Chapter To Chambers' Private Wealth Guide

Isle of Man Wealth Mgt

DA

DQ Advocates

Malicious Claims Actionable

Isle of Man Wealth Mgt

A

Appleby

Pensions: What’s New?

Isle of Man Wealth Mgt

A

Appleby

New Legislation For November 2013 –January 2014

Isle of Man Wealth Mgt

A

Appleby

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Latest Videos

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Travers Smith's Alternative Insights: Should You Label Your Next Fund? (Podcast)

TS

Travers Smith LLP

Take A Look Back At The Guernsey Private Wealth Forum 2024 (Video)

G

Guernsey Finance

7 Reasons Entrepreneurs Should Consider Offshore TCSPs (Part 4/5) (Video)

DG

Dixcart Group Limited

The Strengths And Challenges Of A Family Business (Video)

Sa

Shepherd and Wedderburn LLP

How Private Trusts Can Be Used For Effective Succession Planning (Video)

O

Ocorian

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