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News & Insights

Our team of experts shine a spotlight on new legal developments, share their views on the impact of current affairs, and offer insights on issues that could impact you and your business.

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15 Feb 2022 With good governance, the devil is in the detail

Private Wealth Partner, Simon Rylatt reflects on the common reasons for, and consequences of, strained relations arising within wealthy families and their businesses.

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19 Nov 2020 Wealthy Families are ‘judged’ more than ever before

The holders of significant private wealth are under increasing pressure to demonstrate their moral compass.

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26 Mar 2020 Spring Budget 2020

In terms of public spending, the Budget has been completely overtaken by events arising from the Coronavirus pandemic.

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26 Mar 2020 Trust Register: Latest

Before the first incarnation of the UK’s Trust Register has fully bedded in, the government now has to implement changes required by the EU’s Fifth Money Laundering Directive (5MLD).

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26 Mar 2020 Relevant Loans

The rules which brought indirect holdings of UK homes of foreign domiciliaries into the inheritance tax net from April 2017 also catch overseas loans made by such individuals to finance UK residential property interests as well as assets.

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26 Mar 2020 Conditional exemption relaxation

It has been confirmed that heritage properties usually open to the public in order to secure conditional exemption from inheritance tax should not view closure due to the coronavirus guidance as a breach of undertaking.

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03 Jan 2018 Trusts and Legal Entity Identifiers (LEIs)

On 3 January 2018, EU Directive ‘MIFID II’ will come into force, introducing a new requirement for certain entities (including charities and trusts) to acquire a Legal Entity Identifier (“LEI”) number from the London Stock Exchange (LSE) in order to continue to invest and trade in the UK financial markets from that date onwards.

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04 Aug 2017 Non-dom reforms and offshore trusts

I am a trustee of an offshore trust settled by a UK resident, non-UK domiciled settlor (with no UK origins) for the benefit of himself and his family.

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25 Apr 2017 Challenging a trustee’s decision

At the heart of many trust disputes lies a dissatisfied beneficiary who objects to the decision the trustees have either already taken or indicated they are about to take.

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26 Jan 2017 Investing under a Power of Attorney

Re Buckley (unreported 22 January 2013)

Short reads

Our experts share their insights & market view on the impact of current affairs.