Jo Cooley

Following an extension of the UK Trust Register, many trusts (both UK and offshore) will either need to register for the first time or provide additional information by 1 September 2022, or within a new 90-day deadline.

Private Wealth Associate, Alice Julian reflects on a recent High Court decision confirming that charity trustees can pursue an investment policy which excludes profitable investments that conflict with their charitable purposes.

Private Wealth Senior Associate, Laura Cullinane, highlights how a recent case provides further guidance on what may constitute ‘exceptional circumstances’ for the purposes of the statutory residence test (SRT).

We are delighted to announce that we have been shortlisted for four categories in the STEP Private Client Awards.