Trusts & Succession

Ruffer has appointed Neil McLeish as co-chief investment officer alongside Henry Maxey.

Women are less prepared in their succession planning than men but more oriented towards philanthropic giving, according to a report from wealth manager UBS.

Jersey government funded organisation Digital Jersey has established the first ‘data trust’ under Jersey trust law through a pilot project. 

It is not uncommon for parents or others to gift sums to family members when they are purchasing property. We often hear of individuals saying that had it not been for the Bank of Mum and Dad, buying a property would have been impossible.

The value of donations given to charities worth over £1 million, through wills, jumped 13 percent in the last year from £800m to £900m, shows research by private wealth law firm Boodle Hatfield.

The UK Crown Dependencies - Guernsey, Isle of Man and Jersey - have said the implementation of beneficial ownership access legislation will be delayed for a short period to enable consideration of its impact and obtain specialist legal advice

The UK government has updated its sanctions targeting Russia through its Russia (Sanctions) (EU Exit) (Amendment) (No. 17) Regulations 2022.

Knowing the importance of developing a good work life balance, we are asking you to share your hobbies with us as part of our new wellbeing-focused Life Beyond the Office series

The billionaire owner of outdoor clothing firm Patagonia has given away his company to a charitable trust.

HSBC Global Private Banking (GPB) has appointed Sharnika Silva as head of trust and fiduciary services for South East Asia.