The under-performing Murray Income Trust has appointed the team behind the high-flying Artemis Income Fund to turn its ...
Economic downturns put client assets at risk as market declines, business stress, and job losses can reduce portfolio values. During these times, advisors need to come up with practical steps to help ...
For instance, if you die as an expat, probate can take years in your home country and even longer if you have assets in ...
Government plans to make inheritance tax due on pensions, plus other changes to IHT rules, have seen a leap in people enquiring about the use of trusts to protect their wealth. So what are trusts, and ...
Saba Capital, the hedge fund led by Boaz Weinstein, has agreed to a three-year pause to its activist campaign against nine ...
Discover what trust property is, including its role in estate planning and the types of assets involved. Learn how trustees ...
I've written before about the individual power of tools like deferred sales trusts, asset protection trusts, limited partnerships and irrevocable life insurance trusts. Each one, on its own, can solve ...
This article discusses the risks of asset concentration in trust management, using the case of Lincoln First Bank as an example. The bank was liable for failing to diversify a large Kodak stock ...
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