Corporate & Fiduciary

IQ-EQ has launched IQ-EQ Compass, a technological platform that looks to simplify environmental, social and governance (ESG) compliance and helps its clients build sustainable value and protect their reputation

As the 5 April deadline approaches Debbie Lumsden, private client director at VG, explores the top three considerations for clients and their advisors when contemplating settling an offshore trust as part of deemed domicile planning

Speaking at the 2020 Jersey Finance Private Wealth conference, Joe Moynihan, chief executive of the promotional body explained that for the island, like the rest of the world, 2020 has been an “exceptional year” during which the island’s financial sector had witnessed the “the devastating effect of the pandemic.”

In a move aimed at furthering its offering to family offices, Guernsey is set to revise the rules of its Private Investment Fund, expanding the fund regime with two supplemental models which remove the requirement for manager involvement

Andy Veron has been appointed to lead Credit Suisse Trust in Guernsey as its new managing director

Stéphane Monier, chief investment officer, Lombard Odier Private Bank, looks at the top investment trends to keep an eye out for in 2021....

The Office for Tax Simplification's proposed widespread changes to Capital Gains Tax (CGT) that could see the tax doubled as well as some reliefs abolished is likely to drive the gifting of assets, UK accountants Hillier Hopkins have suggested

In an article taken from Ocorian's Guide to Family Offices, executive director and author of the guide, Richard Joynt shines a spotlight on the reasons why the diverse array of businesses falling under the umbrella of 'family office' have surged in number in recent years...

What a challenging year 2020 has turned into, but from a purely investment perspective global lockdown has in fact reinforced the credentials of our five main stock selection themes (Ageing, Automation, Climate Change, Digitalisation and Evolving Consumption), and created a wealth of new opportunities in the process.

New figures from HMRC show a decline in the number of trusts making Self Assessment returns but an increase in the total tax paid by these trusts and total income by type of trust