PRIVATE WEALTH One of the UK s largest specialist teams

Size: px
Start display at page:

Download "PRIVATE WEALTH One of the UK s largest specialist teams"

Transcription

1 PRIVATE WEALTH One of the UK s largest specialist teams

2 PRIVATE WEALTH Whether you require advice on UK or international tax and estate planning, trusts and trust administration, business affairs, family law, landed estates and residential property, or immigration and employment, we are able to help. Our depth of experience allows us to understand the circumstances faced by many, providing guidance on a range of legal matters. WHERE WE CAN HELP UNITED KINGDOM Agricultural estates and rural property; Charity and philanthropy; Defamation and reputation management; Elderly care: powers of attorney, living wills and financial management; Court of Protection and deputyships; Entrepreneurs;

3 Family business and partnership protection; Lifetime gifts and succession planning; Trusts and wealth holding structures; Tax advice; and Wills and estate planning. DISPUTES Contesting a will; Contentious trusts, probates and estates; Inheritance Act claims; UK and international trust and estate disputes; and Mis-sold financial products. INTERNATIONAL Domicile and residence advice; International succession; Offshore trusts; Ownership of UK property; and UK tax for international clients. ADMINISTRATION AND COMPLIANCE Accounts and tax compliance; Advice to executors and trustees; Foreign estates; Probate and estate administration; and Trust set up and administration.

4 OUR CLIENTS We act for a wide range of UK and international individuals and families and their trustees and advisors. They include landowners, entrepreneurs with owner managed businesses, company directors and city professionals, and high profile sportsmen and entertainers. We are used to dealing with internationally mobile clients, working closely with their advisors in other jurisdictions. We aim to have a long lasting relationship with our clients by providing them with outstanding legal advice at every stage of their lives. YOUR TEAM Our dedicated private wealth team are: highly successful with an excellent reputation; experienced in working for clients with complex and high value affairs; and personable, practical and straight-talking. We find Pitmans to be highly understanding of our business and its needs, remarks one source, who also highlights their ability to change, evolve and adapt. Chambers and Partners 2019 BDB know exactly what they re doing and how it s done, and it s pleasure to work with them. Chambers and Partners 2019

5 GET IN TOUCH BDB Pitmans is an award winning, top 60 UK law firm with offices in London, Cambridge, Reading and Southampton. Many of our lawyers and advisers are recognised leaders in their practice areas their knowledge and expertise helps us to provide a unique, client centred approach to law. CONTACT DETAILS Matthew Heyworth (Partner) T +44 (0) E matthewheyworth@bdbpitmans.com Hugo Smith (Partner) T +44 (0) E hugosmith@bdb-law.co.uk They are building up and they have a strong team clients like to go to BDB. They have real substance behind their practice. Chambers and Partners

6 HOW TO FIND US BDB Pitmans LLP 2018 T +44 (0) W Cambridge London City London Westminster Reading Southampton This publication is not meant as a substitute for advice on particular issues and action should not be taken on the basis of the information in this document alone. This firm is not authorised by the Financial Conduct Authority (the FCA). However, we are included on the register maintained by the FCA ( so that we can offer a limited range of investment services (including insurance mediation activities) because we are authorised and regulated by the Solicitors Regulation Authority (the SRA). We can provide these services if they are an incidental part of the professional services we have been engaged to provide. Mechanisms for complaints and redress if something goes wrong are provided through the SRA and the Legal Ombudsman. BDB Pitmans LLP processes your personal data in connection with the operation and marketing of a legal practice and in accordance with our privacy policy at We will occasionally send you information relating to the firm however if you would prefer not to receive this information or would like us to amend your contact details and/or mailing preferences, please notify us by briefings@bdbpitmans.com. BDB Pitmans LLP is a member of Lexwork International, Eureséau and Interact Law, three associations of independent law firms Printed on sustainable paper. FIND US ON

PRIVY COUNCIL AGENTS. How we can help

PRIVY COUNCIL AGENTS. How we can help PRIVY COUNCIL AGENTS How we can help HOW CAN WE HELP? BDB is one of the few firms with experience acting as Privy Council Agents on behalf of law firms from offshore Commonwealth jurisdictions in appeals

More information

BRIEFING CHARITY FAQS THE PEOPLE WITH SIGNIFICANT CONTROL REGIME CHARITIES

BRIEFING CHARITY FAQS THE PEOPLE WITH SIGNIFICANT CONTROL REGIME CHARITIES BRIEFING CHARITIES CHARITY FAQS THE PEOPLE WITH SIGNIFICANT CONTROL REGIME April 2016 Set out in this briefing are some charity-specific FAQs on the PSC regime which came into force on 6 April 2016. (These

More information

Sharia a compliant wills, estate planning and administration

Sharia a compliant wills, estate planning and administration Sharia a compliant wills, estate planning and administration Introduction Druces snapshot We are delighted to introduce our capability with respect to advising on Sharia a compliant wills. Firm established

More information

A trusted guide, counsel and expert for the things that matter over a lifetime.

A trusted guide, counsel and expert for the things that matter over a lifetime. A trusted guide, counsel and expert for the things that matter over a lifetime. Life is full of challenges, opportunities and, sometimes, unexpected moments. But they re not the same for everyone we re

More information

Guides & Advice. What to do When Someone Dies

Guides & Advice. What to do When Someone Dies Guides & Advice What to do When Someone Dies Our Private Client Team We have nearly 300 years experience of advising on the full range of legal issues affecting individuals and families and are recognised

More information

Guides & Advice. The Intestacy Rules

Guides & Advice. The Intestacy Rules Guides & Advice The Intestacy Rules Our Private Client Team We have nearly 300 years experience of advising on the full range of legal issues affecting individuals and families and are recognised as one

More information

Private Wealth Planning for You and Your Family

Private Wealth Planning for You and Your Family Private Wealth Planning for You and Your Family vwv.co.uk Offices in London, Watford, Bristol & Birmingham Page 2 www.vwv.co.uk London, Watford, Bristol & Birmingham Bristol & Birmingham Your Wealth Partner

More information

Lasting Power of Attorney Frequently Asked Questions

Lasting Power of Attorney Frequently Asked Questions Lasting Power of Attorney Frequently Asked Questions What is a Lasting Power of Attorney? A Lasting Power of Attorney is a legal document in which you (the Donor) nominate a person or persons (the attorney)

More information

TAX AND SUCCESSION PLANNING AFRICA

TAX AND SUCCESSION PLANNING AFRICA TAX AND SUCCESSION PLANNING AFRICA 1. TAX AND SUCCESSION PLANNING TEAM INTRODUCTION We understand that changes in tax law are invariably complicated and rarely welcome. Most importantly, they are almost

More information

Pensions & Pitmans Law. genuine. Regular client access to senior expertise ensures a commercial and proactive service.

Pensions & Pitmans Law. genuine. Regular client access to senior expertise ensures a commercial and proactive service. Pensions & Pitmans Law genuine Regular client access to senior expertise ensures a commercial and proactive service. 4 Pensions & Pitmans Law Introduction Understanding your needs Reducing risks, controlling

More information

PRICING GUIDE Probate

PRICING GUIDE Probate PRICING GUIDE Probate Probate Geldards and Probate and estate administration Geldards Private Client team has many years of collective experience in helping individuals and families at a time of bereavement

More information

Myerson Commercial. a full service independent law firm providing the highest quality advice tailored to your business. Myerson Solicitors LLP

Myerson Commercial. a full service independent law firm providing the highest quality advice tailored to your business. Myerson Solicitors LLP Myerson Commercial a full service independent law firm providing the highest quality advice tailored to your business Myerson Solicitors LLP Grosvenor House, 20 Barrington Road, Altrincham, Cheshire WA14

More information

Contentious Probate Update Swansea

Contentious Probate Update Swansea Wills, Trusts and Tax Contentious Probate Update Swansea DATE: Tuesday, 14 November 2017 TIME: VENUE: 1.00 pm - 5.00 pm The Liberty Stadium, Landore, Swansea, SA1 2FA St John s Chambers Wills, Trusts and

More information

STEP DIPLOMA IN INTERNATIONAL TRUST MANAGEMENT

STEP DIPLOMA IN INTERNATIONAL TRUST MANAGEMENT STEP DIPLOMA IN INTERNATIONAL TRUST MANAGEMENT THE BENCHMARK QUALIFICATION FOR TRUST PROFESSIONALS A Route to Full STEP Membership www.step.org/intdip This course counts towards your annual CPD requirement

More information

THE BUSINESS OWNERS GUIDE TO WILLS AND LASTING POWERS OF ATTORNEY (LPAs)

THE BUSINESS OWNERS GUIDE TO WILLS AND LASTING POWERS OF ATTORNEY (LPAs) THE BUSINESS OWNERS GUIDE TO WILLS AND LASTING POWERS OF ATTORNEY (LPAs) How successful business owners and partners can PROTECT THEIR BUSINESSES AND FAMILIES. WILL & PROBATE Welcome Nobody wants to think

More information

A Guide to Inheritance Tax & Estate Planning

A Guide to Inheritance Tax & Estate Planning A Guide to Inheritance Tax & Estate Planning Understand the importance of putting your affairs in order Understand how Inheritance Tax works. Understand the different opportunities available to you to

More information

NEWSLETTER EMPLOYMENT TRIBUNAL REJECTS CLAIM OF RELIGIOUS DISCRIMINATION BY CHRISTIAN OPPOSED TO SAME-SEX ADOPTION EMPLOYMENT.

NEWSLETTER EMPLOYMENT TRIBUNAL REJECTS CLAIM OF RELIGIOUS DISCRIMINATION BY CHRISTIAN OPPOSED TO SAME-SEX ADOPTION EMPLOYMENT. January 2018 NEWSLETTER EMPLOYMENT EMPLOYMENT TRIBUNAL REJECTS CLAIM OF RELIGIOUS DISCRIMINATION BY CHRISTIAN OPPOSED TO SAME-SEX ADOPTION In Page v NHS Trust Development Authority, an Employment Tribunal

More information

Financial Services Litigation. The right legal advice when you need it most... Great service... Great people... clarkewillmott.com

Financial Services Litigation. The right legal advice when you need it most... Great service... Great people... clarkewillmott.com The right legal advice when you need it most... clarkewillmott.com Great service... Great people... Our Financial Services Litigation team "They provide very pragmatic, commercial advice and don't get

More information

STEP welcomes the opportunity to respond to the consulation paper published on 20 April 2016.

STEP welcomes the opportunity to respond to the consulation paper published on 20 April 2016. Response of STEP to Strengthening the tax avoidance disclosure regime for indirect taxes and inheritance tax consulation paper published on 20 April 2016 STEP is the worldwide professional association

More information

Will Fees Guide as at (Prices are subject to VAT at 20% and are subject to increase subject to the complexity of the matter)

Will Fees Guide as at (Prices are subject to VAT at 20% and are subject to increase subject to the complexity of the matter) Will Fees Guide as at 03.12.2018 (Prices are subject to VAT at 20% and are subject to increase subject to the complexity of the matter) No-obligation 1 hour consultation charge (not inclusive of VAT) This

More information

About us. Smith & Williamson About us 1

About us. Smith & Williamson About us 1 About us Smith & Williamson About us 1 For over a century, we have managed the financial affairs of private clients and their business interests. With over 1,700 people in 12 offices in the UK, Ireland

More information

NEWSLETTER VOLUNTARY OVERTIME MUST BE INCLUDED IN HOLIDAY PAY EMPLOYMENT. October 2017

NEWSLETTER VOLUNTARY OVERTIME MUST BE INCLUDED IN HOLIDAY PAY EMPLOYMENT. October 2017 October 2017 NEWSLETTER EMPLOYMENT VOLUNTARY OVERTIME MUST BE INCLUDED IN HOLIDAY PAY In Dudley Metropolitan Borough Council v Willetts and others, the Employment Appeal Tribunal (EAT) has provided further

More information

will and estate management our success is your succession

will and estate management our success is your succession will and estate management our success is your succession Did you know? If you write a Will and make a gift to charity, you could reduce the amount of inheritance tax your family has to pay There is no

More information

NEWSLETTER REQUIRING A JOB APPLICANT WITH ASPERGER S SYNDROME TO SIT MULTIPLE CHOICE TEST WAS DISCRIMINATORY EMPLOYMENT. July 2017

NEWSLETTER REQUIRING A JOB APPLICANT WITH ASPERGER S SYNDROME TO SIT MULTIPLE CHOICE TEST WAS DISCRIMINATORY EMPLOYMENT. July 2017 July 2017 NEWSLETTER EMPLOYMENT REQUIRING A JOB APPLICANT WITH ASPERGER S SYNDROME TO SIT MULTIPLE CHOICE TEST WAS DISCRIMINATORY In Government Legal Service (GLS) v Brookes, the EAT has considered whether

More information

FROM SEPARATION to resolution. FROM RESOLUTE... to trust dispute FAMILY AND DIVORCE

FROM SEPARATION to resolution. FROM RESOLUTE... to trust dispute FAMILY AND DIVORCE FROM SEPARATION...... to resolution FROM RESOLUTE... to trust dispute FAMILY AND DIVORCE Collyer Bristow LLP is a firm of solicitors with offices in London and Geneva. We have a substantial private client

More information

5. Making financial plans

5. Making financial plans 5. Making financial plans Why financial plans are important Making decisions about leaving your money and possessions (assets) is an important part of planning for the future. If you are able to leave

More information

Trust, estate and gift tax planning for U.S. and international clients

Trust, estate and gift tax planning for U.S. and international clients Private Client Key Contacts Amy S. Ufberg Partner +1 215 994 2655 Lee D. Caney Partner New York +1 212 698 3573 Translate Page Trust, estate and gift tax planning for U.S. and international clients Dechert

More information

Mark Summerfield. A big thank you for a fantastic job yesterday. Not. sure how we settled but your expertise played a huge role.

Mark Summerfield. A big thank you for a fantastic job yesterday. Not. sure how we settled but your expertise played a huge role. CEDR Accreditation: CEDR Mediation Panel: CEDR Chambers: 2003 2003 2012 Languages: Location: English United Kingdom A big thank you for a fantastic job yesterday. Not Mark Summerfield Overview sure how

More information

A yacht is a significant investment made up of time, effort and money; placing it in a carefully structured ownership entity can offer a number of

A yacht is a significant investment made up of time, effort and money; placing it in a carefully structured ownership entity can offer a number of Yachts A yacht is a significant investment made up of time, effort and money; placing it in a carefully structured ownership entity can offer a number of benefits, including potential tax and VAT savings.

More information

Global Expatriate Tax Services

Global Expatriate Tax Services Global Expatriate Tax Services Helping organisations manage their international assignments London, United Kingdom Mumbai, India Rio de Janeiro, Brazil New York, United States Congratulations on the award

More information

INJURY SERVICES PERSONAL

INJURY SERVICES PERSONAL PERSONAL INJURY SERVICES Nestor is a leading UK niche firm specialising in providing independent financial advice and services to personal injury and clinical negligence practitioners and their clients.

More information

Clarke Willmott Packages and Products

Clarke Willmott Packages and Products Clarke Willmott Packages and Products For the St. James s Place Partnership Will packages Estate administration and implementation Asset Protection Wills 1 Full estate administration services 3 Next Generation

More information

Wealth creation is achieved by steering you in the right direction, delivered through our expertise and trusted Management

Wealth creation is achieved by steering you in the right direction, delivered through our expertise and trusted Management Wealth creation is achieved by steering you in the right direction, delivered through our expertise and trusted Management Wealth management Creating and preserving wealth. About Mattioli Woods plc What

More information

Consultation response

Consultation response Consultation response SRA: Regulation of consumer credit activities Overview 1. Regulation of consumer credit activities is specialised and complex. Credit activities (and in particular debt collection)

More information

CREATE A FINANCIAL FUTURE THAT TRAVELS WITH YOU. Old Mutual International s Wealth Portfolio with Quilter Cheviot as the Discretionary Asset Manager

CREATE A FINANCIAL FUTURE THAT TRAVELS WITH YOU. Old Mutual International s Wealth Portfolio with Quilter Cheviot as the Discretionary Asset Manager CREATE A FINANCIAL FUTURE THAT TRAVELS WITH YOU Old Mutual International s Wealth Portfolio with Quilter Cheviot as the Discretionary Asset Manager The portable private client wealth management solution

More information

Your friendly, local law firm

Your friendly, local law firm Your friendly, local law firm We deliver practical legal advice and support to individuals, families and local businesses. Our offices are conveniently located in Uxbridge, Ruislip and Greenford, close

More information

Standard Terms of Business

Standard Terms of Business Last Revised January 2018 Pitt Godden & Taylor LLP These standard terms of business are applicable to all types of entities (e.g. companies, LLPs, charities, friendly societies, academies, pension schemes,

More information

Putting what s important to you first

Putting what s important to you first Putting what s important to you first The MassMutual Trust Company strives to meet your unique and personal wealth management needs. Choosing the MassMutual Trust Company for your personal trust and fiduciary

More information

Pinsent Masons in Spain

Pinsent Masons in Spain Pinsent Masons in Spain Pinsent Masons in Spain Pinsent Masons is a sector focussed global law firm. Our strategy is to invest in geographies that connect our clients to where they want to do business.

More information

welcome to Mills & Reeve a world-class law firm

welcome to Mills & Reeve a world-class law firm welcome to Mills & Reeve a world-class law firm Mills & Reeve is one of the top law firms in the UK with six offices, more than 480 lawyers and over 870 staff delivering a complete range of legal services

More information

Piecing Together the Succession Puzzle

Piecing Together the Succession Puzzle Piecing Together the Succession Puzzle ABOUT KHAITAN & CO Established: 1911 in Kolkata by Late Debi Prasad Khaitan, a member of the Constituent Assembly which framed the Constitution of India Offices:

More information

Bereavement A Practical Guide

Bereavement A Practical Guide Bereavement A Practical Guide This guide has been produced by local solicitors to answer many of the questions you may have following your recent bereavement. Registering a Death When a person dies in

More information

Financial Services Regulatory Actions and Disputes

Financial Services Regulatory Actions and Disputes Financial Services Regulatory Actions and Disputes Our team of specialist regulatory and contentious lawyers advises retail and wholesale financial services firms on managing, resolving and avoiding regulatory

More information

Private Banking. Bereavement Guide

Private Banking. Bereavement Guide Private Banking Bereavement Guide Helping you through a difficult time We understand that coping with the loss of a loved one is not easy and sorting out their financial affairs can make it seem harder.

More information

Landlords' Legal Solutions

Landlords' Legal Solutions Landlords' Legal Solutions Why choose ARAG? ARAG s UK operation provides a nationwide service from our Bristol Head Office. We are part of ARAG SE, a global leader in legal expenses insurance which generates

More information

CAF CHARITABLE TRUST. Guide to your CAF Charitable Trust. Registered charity number

CAF CHARITABLE TRUST. Guide to your CAF Charitable Trust. Registered charity number CAF CHARITABLE TRUST Guide to your CAF Charitable Trust Registered charity number 268369 Contents This guide, along with the Terms and conditions, contains all the information you will need to open and

More information

INFORMATION SHEET ALTER EGO (JOINT PARTNER) TRUSTS

INFORMATION SHEET ALTER EGO (JOINT PARTNER) TRUSTS Direct Line: Email: Ian W. Burroughs 604.638.5955 ian.burroughs@ INFORMATION SHEET ALTER EGO (JOINT PARTNER) TRUSTS This Information Sheet will provide information on Alter Ego and Joint Partner Trusts,

More information

Solicitors Professional Indemnity Insurance Proposal Form 2017

Solicitors Professional Indemnity Insurance Proposal Form 2017 Solicitors Professional Indemnity Insurance Proposal Form 2017 1. Name and Address of Firm Practice name (include all names under which you practice and to be insured). Solicitors Regulation Authority

More information

Partners Group Life Assurance

Partners Group Life Assurance Partners Group Life Assurance For partnerships and limited liability partnerships. Helping you understand our policy Technical guide This is an important document which we suggest you keep in a safe place.

More information

GUIDE TO TRUSTS IN GUERNSEY

GUIDE TO TRUSTS IN GUERNSEY GUIDE TO TRUSTS IN GUERNSEY CONTENTS PREFACE 1 1. Guernsey as a Trust Jurisdiction 2 2. What is a Trust? 2 3. Regulation of Guernsey Trustees 3 4. Types of Trusts Commonly Used in Guernsey 3 5. Uses of

More information

Expatriate Tax Services. Helping organisations manage their international assignments

Expatriate Tax Services. Helping organisations manage their international assignments Expatriate Tax Services Helping organisations manage their international assignments London, United Kingdom Mumbai, India Rio de Janeiro, Brazil New York, United States Congratulations on the award for

More information

Buyout Bond I t Illustra tures Key Fea

Buyout Bond  I t Illustra tures Key Fea Key features of your Buyout Bond The Financial Conduct Authority is a financial services regulator. It requires us, Old Mutual Wealth, to give you this important information to help you decide whether

More information

Clarke Willmott Packages and Products

Clarke Willmott Packages and Products Clarke Willmott Packages and Products For the St. James s Place Partnership Will packages Estate administration and implementation Asset Protection Wills 1 Full estate administration services 3 Next Generation

More information

Will Questionnaire (Individual)

Will Questionnaire (Individual) Will Questionnaire (Individual) This questionnaire is designed to help us to find out the information we need to prepare your Will and to advise you in relation to the issues that are important to you.

More information

PROPERTY: TIPS TO MINIMISE TAX BEFORE AND AFTER INHERITANCE

PROPERTY: TIPS TO MINIMISE TAX BEFORE AND AFTER INHERITANCE IHT PLANNING AND PROPERTY: TIPS TO MINIMISE TAX BEFORE AND AFTER INHERITANCE WHY ADVICE ON INHERITING PROPERTY IS VITAL House prices have been rocketing, particularly in property hot-spots like London

More information

PROBATE Amy M. MacAlpine Hummingbird Lawyers LLP

PROBATE Amy M. MacAlpine Hummingbird Lawyers LLP Little Black Book Of PROBATE Amy M. MacAlpine Hummingbird Lawyers LLP Note From The Autor I understand family loss and the challenges that face you upon someone s passing. During a time of mourning, there

More information

Wills, Probate, Estate Administration and Inheritance Tax Planning. Your Business Our Passion

Wills, Probate, Estate Administration and Inheritance Tax Planning. Your Business Our Passion Wills, Probate, Estate Administration and Inheritance Tax Planning Your Business Our Passion Contents How we can help 04 Raffingers Probate Ltd 09 Probate 04 Fees 09 Wills and Lasting Powers of Attorney

More information

Non-UK domicile tax. Helping you manage your UK tax affairs

Non-UK domicile tax. Helping you manage your UK tax affairs Non-UK domicile tax Helping you manage your UK tax affairs Non-UK domiciled status You may be living, or planning to live, in the UK for any number of reasons, whether family, study or business. Each individual

More information

Your Guide to Making a Will

Your Guide to Making a Will Your Guide to Making a Will Contents 1/ Welcome 2/ What is a Will? 3/ Will Writing Tips 4/ Updating an Existing Will 5/ Types of Wills 6/ Premier Client Club 7/ Everyday Legal 8/ Your Notes Goldsmith Williams:

More information

Mental Capacity, Professional. Trusted. Efficient. Deputyships and the Court of Protection

Mental Capacity, Professional. Trusted. Efficient.   Deputyships and the Court of Protection S o l i c i t o r s Professional. Trusted. Efficient. Mental Capacity, Deputyships and the Court of Protection t: 0121 603 0077 f: 0121 345 0814 e: info@iwillsolicitors.com Registered Office: 209 Streetly

More information

Helping you understand inheritance tax planning

Helping you understand inheritance tax planning Helping you understand inheritance tax planning As Benjamin Franklin said, In this world nothing is certain but death and taxes. Inheritance tax (IHT) is where the two meet up. It is a tax on what you

More information

SECRETARIAL SERVICES COMPANIES / LIMITED LIABILITY PARTNERSHIPS

SECRETARIAL SERVICES COMPANIES / LIMITED LIABILITY PARTNERSHIPS 8.01 SECRETARIAL SERVICES COMPANIES / LIMITED LIABILITY PARTNERSHIPS are to act as accountants and advisors with regard to your secretarial affairs and to clarify our respective responsibilities in respect

More information

South East Asia in focus BLP s Private Client practice

South East Asia in focus BLP s Private Client practice South East Asia in focus BLP s Private Client practice Berwin Leighton Paisner LLP The protection and governance of personal and business wealth is a major concern for many high net worth individuals and

More information

Debt Recovery & Pitmans Law. proactive. Regular client access to senior expertise ensures a commercial and proactive service.

Debt Recovery & Pitmans Law. proactive. Regular client access to senior expertise ensures a commercial and proactive service. Debt Recovery & Pitmans Law proactive Regular client access to senior expertise ensures a commercial and proactive service. 4 Debt Recovery & Pitmans Law Introduction Understanding your needs Outstanding

More information

Financial Services Guide

Financial Services Guide Financial Services Guide Effective date 6 October 2014 Purpose of this FSG This Financial Services Guide (FSG) is an important document that outlines the General Advice Only products and services provided

More information

TAKE YOUR PENSION AWAY WITH YOU. With a Qualifying Recognised Overseas Pension Scheme (QROPS)

TAKE YOUR PENSION AWAY WITH YOU. With a Qualifying Recognised Overseas Pension Scheme (QROPS) TAKE YOUR PENSION AWAY WITH YOU With a Qualifying Recognised Overseas Pension Scheme (QROPS) CONTENTS Introducing QROPS and how to retire COMFORTABLY overseas 3 What are the benefits of a QROPS? 4 What

More information

Reducing Your Inheritance Tax: What can you do, and how do you do it?

Reducing Your Inheritance Tax: What can you do, and how do you do it? Reducing Your Inheritance Tax: What can you do, and how do you do it? Most people want their money and possessions to go to their friends, family, or good causes. Inheritance tax may not affect you personally

More information

Veale Wasbrough Vizards Client Welcome Pack

Veale Wasbrough Vizards Client Welcome Pack Veale Wasbrough Vizards Client Welcome Pack Please note that this document is a client specific document and does not include the terms and conditions for the firm. This proposal document should be used

More information

Pinsent Masons in Qatar

Pinsent Masons in Qatar Pinsent Masons in Qatar For over a decade, we have been serving both Qatari clients and their businesses and the wider local business community. We operate from our office in the iconic Tornado Tower in

More information

Passing on your wealth to your loved ones

Passing on your wealth to your loved ones Trust guide Passing on your wealth to your loved ones Having arrangements in place to protect your family is very important. Taking out life insurance is one part of the financial planning process. You

More information

Non-UK domicile tax. Helping you manage your UK tax affairs

Non-UK domicile tax. Helping you manage your UK tax affairs Non-UK domicile tax Helping you manage your UK tax affairs Non-UK domiciled status You may be living, or planning to live, in the UK for any number of reasons, whether family, study or business. Each individual

More information

PROTECTION AND YOUR FINANCIAL PLANNING CONVERSATIONS

PROTECTION AND YOUR FINANCIAL PLANNING CONVERSATIONS PROTECTION AND YOUR FINANCIAL PLANNING CONVERSATIONS CONVERSATION STARTERS This information is for UK financial adviser use only and should not be distributed to, or relied upon by, any other person. While

More information

Passing on your wealth to your loved ones

Passing on your wealth to your loved ones Succession planning Passing on your wealth to your loved ones While no one likes talking about death, it s especially important for you as a South African expatriate to have arrangements in place to protect

More information

Cost of legal services regulation survey

Cost of legal services regulation survey Cost of legal services regulation survey Who is running the survey? The survey is being undertaken by the Legal Services Board (LSB) who are an independent body responsible for overseeing the regulation

More information

Collective Retirement Account

Collective Retirement Account Key features of the Collective Retirement Account The Financial Conduct Authority is a financial services regulator. It requires us, Old Mutual Wealth, to give you this important information to help you

More information

Enhance Your Life Through Philanthropy

Enhance Your Life Through Philanthropy Enhance Your Life Through Philanthropy Earning Your Trust Every Day Enhance Your Life Through Philanthropy Hearing the word philanthropist today brings to mind names like Bill Gates, Ted Turner or Michael

More information

Wills & Inheritance in Australia. Wills & Probate. Other Legal Services. Property Law. Business Law

Wills & Inheritance in Australia. Wills & Probate. Other Legal Services. Property Law. Business Law Wills & Inheritance in Australia Property Law Wills & Probate Business Law Other Legal Services If you have or are about to acquire assets in Australia you should consider how they will be dealt with after

More information

Legal Support for Credit Intermediaries

Legal Support for Credit Intermediaries Legal Support for Credit Intermediaries Background On 1 January 2018, new legislation came into force on the activities of credit intermediaries and the provision of consultancy services in relation to

More information

NEWSLETTER EMPLOYMENT TRIBUNAL RULES THAT CYCLE COURIER IS A WORKER EMPLOYMENT. May 2017

NEWSLETTER EMPLOYMENT TRIBUNAL RULES THAT CYCLE COURIER IS A WORKER EMPLOYMENT. May 2017 May 2017 NEWSLETTER EMPLOYMENT EMPLOYMENT TRIBUNAL RULES THAT CYCLE COURIER IS A WORKER In the recent case of Boxer v Excel Group Services Ltd (in liquidation), an Employment Tribunal has ruled that a

More information

IHT GUIDE. Inheritance Tax Guide 2013/14

IHT GUIDE. Inheritance Tax Guide 2013/14 IHT GUIDE Inheritance Tax Guide 2013/14 1 Introduction From 9th October 2007, it is now possible for spouses and civil partners to transfer their nil rate band allowances so that any part of the nil-rate

More information

Rawlinson & Hunter Singapore

Rawlinson & Hunter Singapore Rawlinson & Hunter Singapore Trusts Accountancy Advisory Tax Rawlinson & Hunter Singapore is the first Asian office in our global financial services network. It provides us with the ability to offer clients

More information

NEWSLETTER EMPLOYMENT APPEAL TRIBUNAL UPHOLDS CLAIM OF DISCRIMINATION BASED ON PERCEIVED DISABILITY EMPLOYMENT. March 2018

NEWSLETTER EMPLOYMENT APPEAL TRIBUNAL UPHOLDS CLAIM OF DISCRIMINATION BASED ON PERCEIVED DISABILITY EMPLOYMENT. March 2018 March 2018 NEWSLETTER EMPLOYMENT EMPLOYMENT APPEAL TRIBUNAL UPHOLDS CLAIM OF DISCRIMINATION BASED ON PERCEIVED DISABILITY The recent case of Chief Constable of Norfolk v Coffey is the first case to directly

More information

A Guide to Lasting Powers of Attorney

A Guide to Lasting Powers of Attorney A Guide to Lasting Powers of Attorney Why do I need a Lasting Power of Attorney (LPA)? There may come a time when you lose the ability to make financial decisions or decisions about your own health and

More information

Our Investment Services for private clients. History. Craftsmanship. Expertise.

Our Investment Services for private clients. History. Craftsmanship. Expertise. Our Investment Services for private clients History. Craftsmanship. Expertise. The of wealth management Restricted advice As a leading wealth manager, we provide advice on most types of investment including

More information

Transparency Standards Guidance Introduction

Transparency Standards Guidance Introduction CURRENT GUIDANCE Transparency Standards Guidance Introduction Contents Purpose of the guidance... 2 To whom the rules apply... 3 How to comply with the rules... 4 Multiple websites... 4 BSB entities as

More information

A GUIDE TO WILLS AND PROBATE

A GUIDE TO WILLS AND PROBATE A GUIDE TO WILLS AND PROBATE A GUIDE TO Wills & Probate the Aim of this book is to guide you through the importance of making a will, the rules of intestacy and how to deal with obtaining a grant of probate.

More information

Private Client: Legal Fees

Private Client: Legal Fees Mon Fri: 8.30am 7pm Private Client: Legal Fees Accessible & Transparent Services with Clear Prices Accessible Law: Private Client For more information on Private Client, please contact us: We Don't Hide

More information

STONE ROWE BREWER LLP TERMS OF BUSINESS

STONE ROWE BREWER LLP TERMS OF BUSINESS STONE ROWE BREWER LLP TERMS OF BUSINESS 1. Stone Rowe Brewer LLP Our services are provided to you by Stone Rowe Brewer LLP ( the LLP ) which is a limited liability partnership. The LLP has sole legal liability

More information

A practical guide to advising older clients about estate planning. For professional advisers only. Not to be relied upon by retail clients.

A practical guide to advising older clients about estate planning. For professional advisers only. Not to be relied upon by retail clients. A practical guide to advising older clients about estate planning For professional advisers only. Not to be relied upon by retail clients. 1 Contents Important Information For professional advisers only.

More information

Making a Will. A Guide Lawyers 92 Firms 60 Countries

Making a Will. A Guide Lawyers 92 Firms 60 Countries Making a Will A Guide www.mackrell.com 4600 Lawyers 92 Firms 60 Countries INTRODUCTION Putting in place arrangements for what happens to your estate after your death is a sensible step for the future

More information

Working with you in the Cayman Islands

Working with you in the Cayman Islands Working with you in the Cayman Islands wealth management and fiduciary services investment and pension fund administration Butterfield Bank in Cayman Butterfield Bank (Cayman) Limited was incorporated

More information

investing with Old Mutual Wealth

investing with Old Mutual Wealth investing with Old Mutual Wealth YOUR FINANCIAL JOURNEY CASH BONDS PROPERTY E Q U I T Y investments pensions PROTECTION We ll help you get there Old Mutual Wealth is the leading wealth management business

More information

DEVELOPING FINANCIAL SERVICES PROFESSIONALS ABILITY TO OFFER TRUSTS AND ESTATE PLANNING ADVICE TO THEIR CLIENTS

DEVELOPING FINANCIAL SERVICES PROFESSIONALS ABILITY TO OFFER TRUSTS AND ESTATE PLANNING ADVICE TO THEIR CLIENTS DEVELOPING FINANCIAL SERVICES PROFESSIONALS ABILITY TO OFFER TRUSTS AND ESTATE PLANNING ADVICE TO THEIR CLIENTS STEP CERTIFICATE FOR FINANCIAL SERVICES - TRUSTS AND ESTATE PLANNING, SINGAPORE Early Bird

More information

Personal Trust Services

Personal Trust Services Personal Trust Services Morgan Stanley Trust National Association 1 Morgan Stanley Trust, N.A. is dedicated to providing comprehensive and customized trustee services to wealthy families. As an experienced

More information

Non-habitual residents in Portugal FRAMEWORK AND CONDITIONS

Non-habitual residents in Portugal FRAMEWORK AND CONDITIONS Non-habitual residents in Portugal FRAMEWORK AND CONDITIONS 1 The lawyers provide an excellent level of attention to the client and demonstrate a superb knowledge of the market and the latest legislation.

More information

Our Client Agreement and Statement of Services and Remuneration for Trustees

Our Client Agreement and Statement of Services and Remuneration for Trustees The Independent Life & Pensions Group Ltd 3 Adelaide House, Corbygate Business Park, Priors Haw Road, Corby, Northants, NN17 5JG Tel: 01536 443200 Email: hello@ilpg.co.uk Web: www.ilpg.co.uk Our Client

More information

Financial Services Guide

Financial Services Guide Financial Services Guide Date of issue: 1 January 2018 Financial Services Partners Pty Ltd Level 23, 242 Pitt Street Sydney, NSW 2000, Australia AFSL No. 237590 ABN 15 089 512 587 T 1800 006 216 W www.fspadvice.com.au

More information

Incorporating your students' union. How we can help

Incorporating your students' union. How we can help Incorporating your students' union How we can help Summary This document has been prepared for students' unions which are set up as unincorporated associations, and which are thinking about incorporating.

More information

Multi-jurisdictional estate planning and administration

Multi-jurisdictional estate planning and administration Multi-jurisdictional estate planning and administration Fiduciary Institute of Southern Africa August 2017 Oliver Phipps, Partner Introduction a small world South African fiduciary practitioners regularly

More information

Personal Pension. This document was last updated in October 2017 and is valid until October 2018.

Personal Pension. This document was last updated in October 2017 and is valid until October 2018. Key Features of your Personal Pension The Financial Conduct Authority is a financial services regulator. It requires us, Old Mutual Wealth, to give you this important information to help you decide whether

More information