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To Be Or Not To Be

ZEDRA Managing Director Ashley Cox discusses the drivers for consolidation in the Trust industry  Inevitably when discussing the trust industry in Jersey, the subject...
Investment Entities

CRS & Investment Entities: Guernsey

On 29 July 2016, the States of Guernsey Income Tax ("ITO") published their latest bulletin on guidance in relation to the implementation of the Common Reporting Standard ("CRS") in Guernsey. Bulletin 2016/6 repeats the text of the definition of Investment Entity, as set out in Section VIII A(6) of the CRS and affirms the Supplementary Guidance Notes published in draft on 24 December 2015 in relation to the CRS.

Trust in Private Banking & Wealth Management

The major antecedents of the HNWI’s trust in a private client banking relationship is the dependability, reliability, integrity and responsiveness of the Private Banker...

I’ve been disinherited! – claims under the Inheritance Act

Whether you are bringing or defending a claim under the Inheritance Act, ensuring your case is as strong as possible will require a good deal of homework.
Wealth Planning

Wealth Planning For The Multinational Family

Multinational families are often challenged by a wide range of complex tax and reporting rules, including the Foreign Account Compliance Tax Act (FATCA) and the Common Reporting Standards (CRS).

The Single Family Office In 2016

Jim Edmondson of Mourant Ozannes discusses the SFO in regards to the Panama Papers, effective set up, current developments causing challenges and opportunities and the hidden issues that come with the running one.