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Tax and Jurisdictions

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

July 1, 2004

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

Bob Reynolds is consultant editor of Offshore Red.

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

For Switzerland's wealth management industry, the loopholes could generate a healthy windfall. With wealthy customers shifting their savings into specialised financial products, banks should be in a position to harvest a new range of management fees.

May 1, 2004

Given the extent of tax changes proposed under the UK’s latest budget, how can high net worth individuals at the helm of family businesses best manage their wealth in a changing tax landscape?

Matt Pitcher is a financial consultant at Towry Law.

Given the extent of tax changes proposed under the UK's latest budget, how can high net worth individuals at the helm of family businesses best manage their wealth in a changing tax landscape?

May 1, 2004

Switzerland has one of the most favourable tax regimes of anywhere else in the world –­ for both individuals and corporations. A good place to sit back and enjoy a fine cigar explains Dieter Weber and Rudolf Sigg

Dieter Weber and Rudolf Sigg are partners of Tax Partner AG.

Switzerland has one of the most favourable tax regimes of anywhere else in the world –­ for both individuals and corporations. A good place to sit back and enjoy a fine cigar explains Dieter Weber and Rudolf Sigg

As confirmed in recent polls, Switzerland has a very high standard of living in the international context. Switzerland also offers a range of special and favourable tax rules for both individuals and corporations. This is all part of the special Swiss lifestyle. But what about cigars?

March 1, 2004

So called international financial service centres are no longer the preserve of large corporations but have emerged as a highly credible arena for fiscally prudent family businesses

Ludovic C Verbist is Managing Director of AAMIL Ltd, a corporate financial services provider (www.aamil.com).

So called international financial service centres are no longer the preserve of large corporations but have emerged as a highly credible arena for fiscally prudent family businesses

March 1, 2004

More and more heirs to small family businesses will find themselves forced to sell those businesses to pay estate taxes, a new report from the Heritage Foundation suggests.

Scott McCulloch is Editor of Families in Business magazine.

More and more heirs to small family businesses will find themselves forced to sell those businesses to pay estate taxes, a new report from the Heritage Foundation suggests. The estate tax exemption – the amount below which estates are not taxed – has not changed since 2001, when it was set at US$675,000. And $675,000 "does not a rich man make in 2004," says Gary Robbins, a visiting fellow in Heritage's Center for Data Analysis.

March 1, 2004

Family businesses which pass premises down between generations could be caught in Britain’s plans to close loopholes in the inheritance tax regime, say experts familiar with the Labour government’s new budget proposals.

Family businesses which pass premises down between generations could be caught in Britain's plans to close loopholes in the inheritance tax regime, say experts familiar with the Labour government's new budget proposals.

"To date, most people's attention has been focused on the impact the government's plans will have on gifts between spouses such as a share in the marital home," said Richard Kirby, a partner at City law firm Speechly Bircham.

September 1, 2003

Lausanne is widely acknowledged to be the family business capital of the world. With two major educational centres located there, IMD and the FBN, family businesses can feel assured that their educational and networking needs will all be met

Barbara Murray is Executive Director, the Family Business Network.
Joachim Schwass is Director, the IMD – Lombard Odier Darier Hentsch Family Business Center.
John Ward is the Wild Group Professor of Family Business at IMD (Switzerland).

Lausanne is widely acknowledged to be the family business capital of the world. With two major educational centres located there, IMD and the FBN, family businesses can feel assured that their educational and networking needs will all be met

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