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Tax and Jurisdictions

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

November 1, 2004

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

Eduardo Schindler is founder and CEO of 2thePoint in Zurich.

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

September 1, 2004

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

Bob Reynolds is consultant editor of Offshore Red.

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

The years since 2000 have been transitional for many of the leading offshore jurisdictions. The weight of international regulation and a fiercely competitive market has forced jurisdictions to be original and flexible in their thinking.

July 1, 2004

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

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

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

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