by Michael Perkins | Jun 9, 2024 | Financial services, Private Client Services, Working collaboratively
Sir Ninian Stephen Lecture 23 May 2024 Equity Trustees have now released the paper presented by Peter Bobbin in Sydney on 23rd May 2024, titled Super Tax Death Strategies; Tax Scheme or Clever Planning? Peter’s paper is a timely reminder as we approach the 30th June...
by Autonomy First Lawyers | Apr 21, 2024 | Trusts and Estates
Why you may need to rethink … Are you a trustee, or the director of a company that acts as a trustee, of a discretionary trust? If you are, do you actually know what you are doing?! The Problem I’m the trustee of a discretionary trust, and that means I can do whatever...
by Michael Perkins | Apr 16, 2024 | Tax Law, Trusts and Estates, wealth management
UK Tax to include all foreign income & gains from 6 April 2025 The UK Government has, in their Spring Budget, announced how they will change how they tax UK residents and non-residents. A person’s domicile will not be the driving basis of personal taxation. A new...
by Michael Perkins | Mar 1, 2022 | Contract, Trusts and Estates, wealth management
What is a trust? A trust is simply a rule book for the management of property by one person (the trustee) on behalf of another (the beneficiary). Whether a trust can deliver wealth conservation or asset protection outcomes for a person, family or beneficiary group...
by Isabella Biddle | Nov 18, 2021 | Trusts and Estates
A trust is simply a rule book for the management of property by one person (the trustee) on behalf of another. Whether a trust can deliver wealth conservation or asset protection outcomes for a person, family or beneficiary group largely depends not only on the terms...
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