Search Join Download

Succession Planning and Trusts

Found 19 legal briefings

Squatting outside the law

The Government has bowed to pressure to make squatting at residential premises a criminal offence. This briefing argues an opportunity has been missed to have a radical rethink of the whole procedure around obtaining possession of premises from squatters.

Law Firm: Shoosmiths | Published: 06 January 2012 | Practice Area: Landlord and Tenant

Rating: 1 person found this useful

Trustees may still be penalised in costs even where the Court blesses their decisions

This briefing studies In the Matter of the Y Trust [2011], which involved an application to distribute the assets of the Trust. In addition to outlining the case's background and decision, Mourant Ozannes studies the various parties' positions and the wider legal principles at play.

Law Firm: Mourant Ozannes | Published: 02 December 2011 | Practice Area: Succession Planning and Trusts

Rating: 1 person found this useful

Billionaires' blues: the UK trust fund issues facing Russia's super rich

Trusts are a common part of a personal ownership structure chosen by many Russian high-net-worth individuals. This article looks at some of the typical issues that Russia's wealthy elite face when using trusts (in particular English Law trusts) and some of the approaches solving these issues.

Law Firm: Goltsblat BLP | Published: 02 November 2011 | Practice Area: Succession Planning and Trusts

Rating: 2 people found this useful

HMRC's information powers and what they mean for offshore trustees

This briefing looks at Revenue and Customs v Panos Parissis and Adrian Towland and Ian Harrison and its practical implications for offshore trustees which considered whether documents held by the professional trustee of three Guernsey trusts were in the 'power and possession' of the taxpayers.

Law Firm: Mourant Ozannes | Published: 20 July 2011 | Practice Area: Succession Planning and Trusts

Rating: 1 person found this useful

Creating share trusts – a guide for clients

This guide describes in detail the process for creating a share trust and gives guidance on how to complete the documentation package, including the trustee share agreement and fees and payment obligations involved. It also explains how to complete a share trust formation questionnaire.

Law Firm: Harneys | Published: 18 July 2011 | Practice Area: Succession Planning and Trusts

Rating: 2 people found this useful

Private trust companies - a wealth planning guide

This guide discusses the ways in which a private trust company in the BVI can be used as a wealth management tool for high net worth individuals. The guide describes various ownership arrangements and discusses the benefits of each arrangement.

Law Firm: Harneys | Published: 05 July 2011 | Practice Area: Succession Planning and Trusts

If in doubt, get out - vacant possession and break clause conditions

An eagerly awaited decision by the Court of Appeal has underlined the need for tenants to comply with all conditions attached to a break clause – and the risks they take in not doing so.

Law Firm: Shoosmiths | Published: 04 July 2011 | Practice Area: Landlord and Tenant

No more second bites for trustees: the end of the rule in Hastings-Bass

The rule in Hastings-Bass had been settled law for many years. However, in the joint appeals of Pitt v Holt and Futter v Futter, the Court of Appeal has overturned this rule. Nabarro looks at how trustees and fiduciaries will be affected.

Law Firm: Nabarro | Published: 13 April 2011 | Practice Area: Succession Planning and Trusts

Romania: new obstacles for share deals

Amendments to Romanian company mean that transfers of shares in limited liability companies there are now subject to the pre-transfer scrutiny of the tax authorities. This briefing from CEE specialists Schoenherr discusses the key points of the amended law for shareholders in Romanian businesses.

Law Firm: Schoenherr | Published: 14 October 2010 | Practice Area: Financial Reporting

Rating: 1 person found this useful

Conference: Legal Week Private Client Forum Europe - wealth on the move

Money is on the move, making it more complex for private client lawyers to advise on the retention of wealth. Chaired by Henry Christensen III, Legal Week Private Client Forum Europe will equip senior private client lawyers with practical advice on how best to counsel high net worth individuals.

Law Firm: Legal Week Events | Published: 05 October 2010 | Practice Area: Private Client

Find a legal briefing

Categories related to Succession Planning and Trusts

As a member of Legal Week Law you will receive free access to our library of legal briefings from world’s leading law firms. Briefings are easy to find and constantly being updated. You can also discover what briefings your peers in other companies are looking at.

  • Stay informed
  • Rate briefings
  • Save documents
  • Receive email alerts

Featured Law Firms

Mourant ozannes Wragge&co
Ens Shoosmiths
Lathamlogo Bingham