Private wealth service provider sets up UK estate planning unit
It will also look after international clients with British assets
Estate Planning
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Carrick Wealth opens specialist financial planning division
Firm will offer trust and international Will services to high net worth individuals and families
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High Court judge invalidates two Wills in mental health case
Daughter awarded half of mother’s estate after she was written out of both legal documents
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Adviser demand for Will and estate planning training skyrockets
Pandemic has sparked a ‘hugely unfortunate’ growth of interest in the ‘bedrock of financial advice’
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How global families can plan for UK IHT
Tax treaties, recognition of trust structures and different laws make inheritance hard to navigate
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Advice clients still in dark about estate planning
Dealing with IHT the ‘next massive growth area’ for financial advisers, says IFA firm boss
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Digital assets a ‘cocktail of complication’ for estates
Increased danger for international clients, warns private client lawyer
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Majority of Asia’s rich overlooking succession planning
Asia’s wealthy cross border families are largely unprepared to transfer wealth to the next generation according to research.
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Five steps to planning a tax-efficient return to the UK
International tax and wealth management firm Blevins Franks has identified five key planning issues for UK citizens wanting to avoid punitive tax implications when making their move from Europe back to Britain. Click on the slides below to see them.
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Qrops Bureau launches estate planning service for advisers
Isle of Man-based The Qrops Bureau has launched a trust and estate planning service for financial advisers.
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Abu Dhabi creates will registry for expats
Abu Dhabi has created a new register of wills for non-Muslim expats living and working in the UAE, which may allow them to circumvent Sharia law when estate planning.
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40% of entrepreneurs prefer lifetime gifting in estate planning
Two fifths of business owners and entrepreneurs are pursuing a “giving while living” approach when it comes to estate planning, according to a new report by RBC Wealth Management, creating the “biggest opportunity” for financial advisers.