Mondaq All Regions: Wealth Management
Miller Thomson LLP
The Financial Post recently published an article claiming that "[r]ich Canadians are getting out of paying taxes with ‘estate freezes'" and calling for the elimination of this "garden-variety" tax planning.
On October 3, 2019, the CSA published the Reforms to Enhance the Client-Registrant Relationship, Notice of Amendments to National Instrument 31-103 and Companion Policy 31-103CP (collectively, the Amendments).
O'Sullivan Estate Lawyers LLP
As colder weather approaches, Ontario snowbirds will start flocking to warmer climates.
As Downton Abbey captivates audiences worldwide with its portrayal of British aristocracy, it may be timely to consider some old English concepts which have an enduring effect on contemporary trusts practice.
G. Polemidiotis & CO LLC.
The reasons why a trust may be created are countless.
Since the Foundations (Guernsey) Law, 2012 (the Foundations Law) came into force in 2013, 107 foundations have been registered in Guernsey and we are witnessing...
International co-operation agreements and Guernsey's reputation in the market are helping to facilitate the growth of Guernsey captives with Chinese clients.
Ogier has advised Resonance Asset Management on the launch of its third Guernsey fund, Resonance British Wind Energy Income II Limited (the Fund).
Senior Associate Wisdom Hon, identified as "one to watch" by Legal Week Private Client Global Elite for the second year running, is speaking at two events this week...
Trusts, in particular, became the default setting for asset protection, asset consolidation and succession planning.
AZB & Partners
On August 22, 2019, CCI approved the acquisition of 49% of the total equity share capital of Mahindra Asset Management Company Private Limited (‘Mahindra AMC') and Mahindra Trustee Company Private Limited
The economic substance legislation that came into force in Guernsey and Jersey in January 2019 requires companies that are tax resident in either island, and that conduct one or more of the defined...
KPMG Luxembourg
Mandatory Disclosure Rules (MDR) emerged following the OECD's ambitious anti-tax avoidance project on Base Erosion and Profit Shifting (BEPS) launched in 2015.
There is a paradigm shift in wealth preservation of high-net-worth (HNW) families in Asia.
Maples Group
The Cayman Islands is made up of three islands: Grand Cayman, Cayman Brac and Little Cayman. They are located in the Western Caribbean Sea, approximately 500 miles south of Miami, Florida.
Cleary Gottlieb Steen & Hamilton LLP
The amount of money being committed to impact investing strategies around the world has grown to $502 billion, managed by 1,340 ...
Charles Russell Speechlys
At the start of the summer, the FCA wrote to wealth managers (on 13 June) by way of a Dear CEO letter The letter highlighted the key risks that wealth management and stockbroking firms pose to their
Lewis, Thomason, King, Krieg & Waldrop, P.C
I have recently been asked on several different occasions by friends and acquaintances to confirm what happens to their assets if they die without a last will and testament.
Duff and Phelps
Though not a "tax" per se, most states consider dollars collected or "escheated" from companies as a major source of revenue.
Ropes & Gray LLP
The following summarizes recent legal developments of note affecting the mutual fund/investment management industry:
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Banwo & Ighodalo
The Central Bank of Nigeria ("CBN"), on June 6, 2018, issued the Regulations for Transactions with Authorized Dealers in Renminbi ("Regulations").
Herbert Smith Freehills
Welcome to Herbert Smith Freehills' new monthly private wealth industry updates in Asia.
Wrigleys Solicitors
The recent case of FL v MJL [2019] EWCOP 31 looked at the authority of a deputy to make gifts from the surplus income of the person whose funds he manages.
As fiduciary professionals, we are operating in a rapidly evolving world of international families and ownership structures; one where international regulation and compliance requirements become increasingly complex just as clients become more global in their outlook.
Ropes & Gray LLP
The following summarizes recent legal developments of note affecting the mutual fund/investment management industry:
The International Accounting Standards 38 (IAS 38) defines an intangible asset as: "an identifiable non-monetary asset without physical substance." The International Financial Reporting Standards
There is a paradigm shift in wealth preservation of high-net-worth (HNW) families in Asia.
Gowling WLG
On October 21, 2019, WealthBar Financial Services Inc., a leading Canadian wealth management platform and a subsidiary of CI Financial Corp.
Ostrow Reisin Berk & Abrams
Did you know that it may be advantageous to file a gift tax return when transferring property to, or for the benefit of, a family member even when a gift tax return is not required?
Kavlak Law Firm
Despite the fact that family offices have been existed for a really long time, they have recently been discovered and gained importance.
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