Practice Notes: Financial services & Tax

Out of the blue

Jane Sydenham discusses the likely implications for investors of a Conservativ

10 Jul 2015

Summer Budget special: A private client focus

Public would have been better served with a radical change to a flat rate of tax relief, says private wealt

08 Jul 2015

A 'quantum leap' in private wealth

During these heady times of heightened reporting standards, intergovernmental agreements and the relentless drive for transparency, jurisdictional certa

06 Jul 2015

Early inheritance

More and more people are choosing to make lifetime gifts to their families and loved ones, but have the gifts been fully though

03 Jul 2015

Quistclose or not

A comparison of recent English and Jersey cases shows the different approaches which might be taken by the two jurisdictions'

01 Jul 2015

Financial health warning

Wealth management practitioners must take note of new case law and legislation, some of which may give rise to difficulties in practice, says Victoria Maho

30 Jun 2015

A change in gear

A resolute government, decisive policies and market sentiment will see China's equities market continue to rally, albeit at a reduce

25 Jun 2015

Insure against tax

There are several ways of reducing inheritance tax exposure, each more complicated than the last, but is insurance the easiest of th

25 Jun 2015

Blacklists - what do they achieve?

Given the implications which will inevitably arise from being included in a blacklist of any sort, you might expect a body with the stature of the Europ

24 Jun 2015

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