Succession Planning and Trusts

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Succession Planning and Trusts

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Bulk transfers of DC benefits without member consent simplified from April 2018

The UK Government has published details of the new regime of bulk transfers of DC benefits. Finalised regulations now provide welcome clarity for trustees on the way forward.

Law Firm: Gowling WLG | Published: 16 March 2018 | Practice Area: Regulation and Compliance

Implications of US Tax Reform for non-US investors

This Client Alert provides an overview of the operation of certain "Tax Cuts and Jobs Act" provisions likely to have an impact on non-US investors into the United States.

Law Firm: DLA Piper | Published: 23 January 2018 | Practice Area: Corporate

Rating: 2 people found this useful

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: Corporate reorganisation

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: Pensions

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: Succession Planning and Trusts

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: Sales and Asset Finance

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: Succession Planning and Trusts

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: Wills and Probate

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

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