Monthly Archives: June 2019

Trusts for business owners

Posted on June 5, 2019 by Alice Heathfield

For clients who own trading businesses, trusts can be useful succession and tax planning vehicles to ensure the preservation of our clients’ wealth.  For example, it may be possible to transfer shares in a business into a trust free from …

Posted in Case Study | Comments Off on Trusts for business owners

Trusts for future generations

Posted on June 5, 2019 by Alice Heathfield

Where clients wish to provide for their children and grandchildren (e.g. for the provision of school fees), it can be prudent to create a trust of up to the available inheritance tax allowance (known as the nil rate band). There …

Posted in Case Study | Comments Off on Trusts for future generations

wills for business owners

Posted on June 5, 2019 by Alice Heathfield
Posted in Case Study | Comments Off on wills for business owners

Assets in multiple jurisdictions

Posted on June 5, 2019 by Alice Heathfield
Posted in Case Study | Comments Off on Assets in multiple jurisdictions

US/UK marriages

Posted on June 5, 2019 by Alice Heathfield
Posted in Case Study | Comments Off on US/UK marriages

Assets across multiple jurisdictions

Posted on June 5, 2019 by Alice Heathfield
Posted in Case Study | Comments Off on Assets across multiple jurisdictions

Pre-immigration planning

Posted on June 5, 2019 by Alice Heathfield
Posted in Case Study | Comments Off on Pre-immigration planning

Trusts for non-domiciled clients

Posted on June 5, 2019 by Alice Heathfield
Posted in Case Study | Comments Off on Trusts for non-domiciled clients

A bank’s Quincecare duty of care

Posted on June 4, 2019 by Christopher Wilsher

In a recent decision, the Commercial Court refused a bank’s application to strike out on the basis that the bank in question owed a Quincecare duty of care to its customer. In The Federal Republic of Nigeria v JP Morgan …

Posted in Longer Reads | Tagged , | Comments Off on A bank’s Quincecare duty of care

Disputes with trustees

Posted on June 3, 2019 by Alice Heathfield
Posted in Case Study | Comments Off on Disputes with trustees