Financial Services & Tax

Articles

27 Aug 2015

State of play

Karen Bayley and Jennifer Ridgway consider case law concerning the management of a vulnerable client's assets, a mother's decision to disinherit her son and the consequences of a poorly drafted deed of variation

27 Aug 2015

Have you bitten off too much?

Unanswerable questions, disgruntled suppliers and unruly board members; John Dickinson offers a guide to investing in a failing business

26 Aug 2015

The IFA of Wall Street

Granted, it doesn't quite have the same ring to it as the Hollywood blockbuster. But glamorous or not, the work of the IFA remains essential

26 Aug 2015

HMRC to chase unnecessary levels of tax payer information

Boodle Hatfield believe HMRC's desire to increase transparency will only succeed in creating an unnecessary layer of bureaucracy

24 Aug 2015

Large bequests to charities are incentivising heirs to contest wills

Inheritance tax relief on charitable donations hits record high of £630m as government is told to align incentives with the way people contribute

24 Aug 2015

A trustee's dilemma

To what length and at what point should trustees become involved in a divorce settlement involving a member of their trust, consider Hilary Rodgers and Gordon Hopkinson

20 Aug 2015

Knowledge is power

Continued research into Jersey's place and contribution to the global financial management sector is what keeps the jurisdiction on its toes

18 Aug 2015

All change, please

The EU Succession Regulation is now in effect. Advisers must ensure that both they and their client's are aware of its significant effects, says Rachel Diedrich