Private clients

When it comes to estate planning, there is no standardised approach, according to Jamey Dwyer, head of active wealth at Zedra, as HNW and UHNW families have different circumstances, assets, needs and objectives, meaning plans need to be structured in a way that is specific and highly personalised to each family

Law firm Irwin Mitchell has added to its high net worth (HNW) and international tax team in London with the appointment of partner, Matthew Briggs 

The Belgian Data protection authority has declared unlawful, and decided to prohibit, the transfers of personal data of Belgian “Accidental Americans” by the Belgian Federal Public Service Finance (FPS Finance) to the US tax authorities under the intergovernmental FATCA agreement

Almost 10 years ago HMRC launched a disclosure facility aimed at individuals who had received property income, in the UK or abroad, but had failed to disclose this in their tax returns

Following on from the promotion of family law specialist and 2022 eprivateclient Top 35 Under 35 Joshua Moger, London law firm Payne Hicks Beach has also promoted Melissa Solly and Benedict Jennings to partners in its private client team

Inheritance tax (IHT) is a complicated subject as we have already seen in previous articles, but one of the more complex areas can be the interaction with business assets, particularly when considering the family business

Boutique accountancy firm Wilson Partners has appointed Sarah Clarke as a tax director

Harnessing the power of private capital and developing the connection between a client’s private wealth and their corporate entities remains a key focus for international law firm Charles Russell Speechlys, the firm’s senior partner, Bart Peerless, explained to eprivateclient

There are now 171 UK billionaires, down by six compared to the 177 in 2022, according to the latest Sunday Times’ Rich List 

The average wealth of the world’s 500 wealthiest billionaires has increased by more than $1.1 billion this year, according to analysis from communication technology company Communications Specialist