Succession Planning and Trusts

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Succession Planning and Trusts

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Legal privilege - human right or fraudster's shield?

This article looks at what the recent decisions in Avonwick Holdings Ltd and others v Shlosberg and Leeds v Lemos, mean for trustees.

Law Firm: Gowling WLG | Published: 21 November 2017 | Practice Area: Art. 8 Human Rights Act

Rating: 2 people found this useful

California expands Voluntary Disclosure Program for out-of-state trusts

The authors of this alert argue that the expansion of the VDP to include out-of-state trusts with California beneficiaries was long overdue.

Law Firm: Reed Smith | Published: 02 October 2017 | Practice Area: Succession Planning and Trusts

Are you haPPI now...?

This article examines a recent decision at Glasgow Sheriff Court concerning PPI refunds.

Law Firm: Shoosmiths | Published: 11 August 2017 | Practice Area: Insurance

One last chance to take advantage of offshore trusts?

The clock is ticking towards April 2017 when the new rules affecting the status of non-domiciled but UK resident individuals as set out in Finance Bill 2017 will take full force and effect.

Law Firm: Harneys | Published: 24 February 2017 | Practice Area: Succession Planning and Trusts

Rating: 2 people found this useful

Communication, conflict and relationships - how to navigate common challenges faced by family enterprises

In this video, Alex Sharpe, a partner in Deloitte UK who leads the UK family enterprise consulting team, looks at common challenges faced by family enterprises and how a family can work together to successfully navigate these potential pitfalls

Law Firm: Deloitte | Published: 09 November 2016 | Practice Area: Private Client

Testamentary freedom, wills and succession

Testamentary freedom has been in the legal press again recently, this time as a consequence of the introduction of the EU Succession Regulation (No.650/2012) in Europe and the debate as to whether the U.K. would opt in, or opt out, of it.

Law Firm: Maples and Calder | Published: 06 September 2016 | Practice Area: Private Client

How the probate fee consultation will impact estates

The forthcoming hike in probate fees, particularly on more valuable estates, breaks the tacit principle that the fee charged for such a service should in some way be linked to the amount it costs to render.

Law Firm: Excello Law | Published: 23 June 2016 | Practice Area: Taxation

To restructure or not? UK residential property in the eye of the tax storm

This Gowling WLG briefing provides a brief outline of the tax and other issues arising from existing and proposed legislation affecting UK residential property, which may be relevant in an analysis of the available structuring and re-structuring options for such property.

Law Firm: Gowling WLG | Published: 21 April 2016 | Practice Area: Stamp & Transfer Duties

Rating: 2 people found this useful

A guide to Jersey property unit trusts

Jersey has gained a strong reputation as a prime location in which to establish investment structures of all descriptions, including property funds and property holding vehicles. This guide provides a general overview of Jersey property unit trusts, now commonly referred to as 'JPUTs'.

Law Firm: Carey Olsen | Published: 17 March 2016 | Practice Area: Succession Planning and Trusts

Royal Court of Jersey dismisses challenge to validity of tax regulations

The Royal Court of Jersey has dismissed a challenge to the validity of the Taxation (Exchange of Information with Third Countries) (Jersey) Regulations 2008. This decision provides helpful guidance on the operation of the amended regulations.

Law Firm: Carey Olsen | Published: 06 January 2016 | Practice Area: Succession Planning and Trusts

Rating: 2 people found this useful

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