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Tax and Jurisdictions

May 1, 2006

Charles Lowenhaupt explains how US families can use ‘dynasty trusts’ to ensure their business and financial legacy lives on beyond their generation – but the real key is finding the right trustee wealth steward to manage the assets beyond the benficiaries’ lifetime

Charles A Lowenhaupt is chairman and CEO of Lowenhaupt Global Advisors, a North American family office. Charles will be speaking at Campden Conferences' European Family Office Conference in London.

Charles Lowenhaupt explains how US families can use 'dynasty trusts' to ensure their business and financial legacy lives on beyond their generation – but the real key is finding the right trustee wealth steward to manage the assets beyond the benficiaries' lifetime

March 1, 2006

If you want to consult the manager of your Swiss bank account in the future where would you go? Zurich, Geneva or Bern? The answer, increasingly, is Singapore, says Bob Reynolds, and the Swiss banking fraternity has been put under considerable pressure to compete

Bob Reynolds is consultant editor of Offshore Red.

If you want to consult the manager of your Swiss bank account in the future where would you go? Zurich, Geneva or Bern? The answer, increasingly, is Singapore, says Bob Reynolds, and the Swiss banking fraternity has been put under considerable pressure to compete

March 1, 2006

For many family members, ensuring the family’s control of their business is kept intact for future generations is crucial and yet an astonishing number of families lose control of the family business in the third or subsequent generations. Cecilia Ward looks at the options

Cecilia Ward is an associate at Penningtons Solicitors LLP. www.penningtons.co.uk

For many family members, ensuring the family's control of their business is kept intact for future generations is crucial and yet an astonishing number of families lose control of the family business in the third or subsequent generations. Cecilia Ward looks at the options

May 1, 2005

Changes to the structure and diversity of trusts offered by offshore financial services centres aim to close loopholes and protect the client. Bob Reynolds looks at how this has prompted other jurisdictions to tighten policy, improve services and boost uptake

Changes to the structure and diversity of trusts offered by offshore financial services centres aim to close loopholes and protect the client. Bob Reynolds looks at how this  has prompted other jurisdictions to tighten policy, improve services and boost uptake

March 1, 2005

Fouad (Fred) H is a self-made man. He arrived in Montreal from Lebanon in the late 1950s at the age of 23 with $150 in his pocket and a pregnant wife, Nieves, whom he met while on vacation in Spain.

Fouad (Fred) H is a self-made man. He arrived in Montreal from Lebanon in the late 1950s at the age of 23 with $150 in his pocket and a pregnant wife, Nieves, whom he met while on vacation in Spain. He took a job as a messenger at a local pharmacy and was able to save enough money to buy his first fashion jewellery shop. Forty years later he had built a large empire with over 65 stores across Canada – with affiliations in the US.

January 1, 2005

Families that have invested offshore to avoid disclosing where they hold their savings must review their options now, say experts familiar with the European savings tax directive. Bob Reynolds explains

Bob Reynolds is consultant editor of Offshore Red.

Families that have invested offshore to avoid disclosing where they hold their savings must review their options now, say experts familiar with the European savings tax directive. Bob Reynolds explains

January 1, 2005

Following US fashion, older generations of British family businesses are ushering successors to sign pre-nuptial agreements as part of the ownership transfer – even if the contracts aren’t legally binding in the UK. Melanie Stern reports

Melanie Stern is section editor of Families in Business magazine.

November 1, 2004

Britain’s former primer minister John Major wanted wealth to “cascade down the generations” through pension reforms. Now New Labour is tinkering with future of family wealth. Is your family trust fund safe? Matt Pitcher explains

Matt Pitcher is a financial consultant at Towry Law.
mpitcher@towrylaw.com

Britain's former primer minister John Major wanted wealth to "cascade down the generations" through pension reforms. Now New Labour is tinkering with future of family wealth. Is your family trust fund safe? Matt Pitcher explains

The UK's recent proposed changes to pensions are the widest ranging since the introduction of personal pensions in the 1980s. What many people haven't grasped is how the changes will affect them, their companies and their staff.
 

November 1, 2004

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

Iris Wuenschmann-Lyall is a consultant with Toby Harris Tax Consultancy.

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

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