Carrick Wealth opens specialist financial planning division
Firm will offer trust and international Will services to high net worth individuals and families
Wills And Trusts
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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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Jersey wealth manager buys trust company
In a bid to ‘increase market share’ and ‘diversify’ its geographical reach
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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 to use a flee clause in a trust
They exist to counter two issues – uncertainty of jurisdiction and trustee
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Should inheritance tax be deferred?
With many people falling victim to covid-19, any sort of relief could ease financial struggles
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Qatar trust administrator fined $8.2m
After regulator uncovered serious legal and regulatory breaches
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What happens when a Will is caught between two countries?
A barrister breaks down a recent case to help advisers know how best to help international clients
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Is it better to use multiple gift and loan trusts?
Rysaffe principle can open the door to big inheritance tax planning benefits
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Big shake-up of Swiss trust regulation
Changes could see costs rise and ramp up consolidation
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Trust planning a blind spot for international advisers
They have a reputation of being ‘complicated and difficult to set up’
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BNP Paribas WM sells off Singapore trust business
But the French bank will continue to offer its clients wealth management services