Trusts & Succession
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News Team on 18/03/2024
Some of the UK’s wealthiest families were landed with retrospective tax bills in the region of £1.4 million on lifetime gifts, according to latest annual figures from a Freedom of Information (FOI) request by RBC Brewin Dolphin
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News Team on 06/03/2024
A roundup of the latest funds news impacting the wealth management sector...
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News Team on 05/02/2024
Inheritance tax (IHT), gifting and not knowing how much is enough to maintain their lifestyles in later life are the top three financial concerns of wealthy Britons, according to new research from RBC Wealth Management.
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News Team on 25/01/2024
Whilst "keeping it in the family" is important for family businesses, owners are still keeping their options open, according to research from wealth manager Investec Wealth & Investment (UK).
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News Team on 11/12/2023
A look back at the most read stories on eprivateclient last week..
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Nick Scott on 08/11/2023
Following a number of high profile will disputes, there are a number of lessons private client advisers can learn. Throughout these cases, a complex set of challenges are highlighted that are central to private client advisers’ practices.
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News Team on 10/10/2023
Societe Generale Private banking and SG Kleinwort Hambros have announced the launch of an art advisory service.
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News Team on 14/08/2023
With wedding season upon us, Investec Wealth & Investment has shared some of its tips for getting finances in order in preparation for marriage.
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News Team on 17/07/2023
Broadcasting legend Sir Trevor McDonald has confirmed his appearance at Guernsey Finance’s Private Wealth Forum in November.
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News Team on 11/07/2023
Abu Dhabi Global Market (ADGM) has implemented its sustainable finance regulatory framework following “significant” support received through public consultation.
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