Education & Qualification
University of Cambridge
Recommended by Annabella
In the FT Adviser, Trainee, Annabella King discusses how to integrate LPAs into family wealth preservation.
Read more 10 min read 23 Apr 2024 Out of Africa: Part Three – Impact of the abolition of the remittance basis chargePrivate Wealth Partner, Julie Howard looks at how the the proposals to abolish the remittance basis of taxation with a residence-based regime will impact individuals relocating to the UK from Africa.
Read more 5 min read 17 Apr 2024 The Lessons in Legacy Podcast: How is the Wealth Management Industry reacting to increased interest in philanthropy and sustainable investments?In our latest episode, Clare Stirzaker is joined by Lyn Tomlinson, Eleanor Sepanski and James Woods Davison to look at how the Wealth Management Industry is reacting to increased interest in philanthropy and sustainable investments.
Read more 12 min read 15 Apr 2024 Are trusts an appropriate vehicle to hold shares in a family business?Using trusts as part of the ownership strategy for family businesses can enable succession planning while providing flexibility, asset protection and an ability to keep the voting block held together by trustees. In the Tax Journal, Partner, Hayden Bailey clarifies when and how trusts are likely to be appropriate for family businesses.
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