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Tax and Jurisdictions

Setting up a discretionary trust can help reduce an inheritance tax bill. But, as Iris Wuenschmann-Lyall explains, retiring family businesses owners can also retain a good measure of control over their enterprise

The wealth of families is usually invested in various asset classes including listed securities, real estate, hobby assets – not least the family business itself. How does the current leader pass on this wealth to the next generation, avoiding potential detriment to both business and family? Eduardo Schindler uses a case study to illustrate the dilemma

There are all manner of financial instruments in full-service jurisdictions offering business families strategic avenues towards managing their wealth. So what makes Jersey so special? asks Bob Reynolds

A trust can be used to plan the future of a family business, create tax efficiencies and safeguard family wealth. Are they just a domain for the very rich? Not necessarily, says Iris Wuenschmann-Lyall

As the European savings directive alters wealth management strategy in family offices, canny Swiss banks are introducing new products to keep a firm grip on their money, says Bob Reynolds