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Tax, Tax Reporting, Trusts, US Estate Planning, Japan, Tax, Tax Planning, Trusts

Education: Serving as a trustee – What is the Job Description?

www.thompsoncoburn.com/insights/publications/item/2017-11-10/serving-as-a-trustee-what-is-the-job-description bit.ly/2M2fe4O What are the duties and responsibilities of a Trustee? Special Disability Trusts – Part 3: Choosing the Trustee See also: www.step.org/informed-trustee-samples Click to access ust-ml_rolerespb_5-17.pdf www.linkedin.com/pulse/governance-you-get-what-dont-pay-richard-grasby-tep/ www.linkedin.com/pulse/trustee-trips-traps-first-10-richard-grasby-tep www.linkedin.com/pulse/trustee-trips-traps-11-20-richard-grasby-tep/ www.tozers.co.uk/insights/what-are-the-duties-of-trustees 0
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Education, Trusts, US

Guernsey: Private Trust Foundation (PTF) Structures

Click to access Private_Trust_Foundation_(PTF)_Structures_in_Guernsey.pdf Click to access CO_GSY_TPW-Guernsey%20private%20trust%20companies%20and%20foundations_05_2022.pdf www.ogier.com/news-and-insights/insight/guernsey-foundations-and-private-trust-foundations/ 0
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Foundations, Guernsey, Private Trust Company, Trusts

UK: Jersey trust assets are exempt from IHT charge if settlor non UK domiciled

www.macfarlanes.com/insights/2017/barclays-wealth-trustees-jersey-limited-michael-dreelan-v-hmrc/ www.bailii.org/ew/cases/EWCA/Civ/2017/1512.html www.walkersglobal.com/index.php/publications/99-advisory/2292-uk-real-estate-and-jersey-property-unit-trusts-tax-issues-advantages-and-regulatory-treatment Update: www.charlesrussellspeechlys.com/en/insights/expert-insights/private-wealth/2024/the-uks-march-2024-budget-offshore-trusts—have-reports-of-their-demise-been-greatly-exaggerated/ 0
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Jersey, Tax, Trusts, UK Tax, Tax Planning, Trusts, UK

UK: The new Trusts Register – impact on non-UK trusts

www.blplaw.com/private-wealth/insights-resources/blog-post/uk-register-of-trusts-impact-on-non-uk-trusts bit.ly/2wRmSXX www.ogier.com/publications/the-uk-trusts-register-what-does-it-mean-for-jersey-trustees www.macfarlanes.com/insights/2017/the-trust-registration-service-impact-for-non-uk-resident-trustees/ Trusts in your UK property ownership structure? Remember to register with the UK Trust Registration Service PRIVACY AND PROPERTY – Recent legal developments increase the transparency of non-UK trusts and structures holding interests in UK property JPUTs may now need to be registered under...
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Jersey, Trusts, UK

Australia: ATO releases practical guidance on fixed trusts

Click to access taxtalk-alert-ato-releases-practical-guidance-on-fixed-trusts.pdf www.codea.com.au/publication/australian-tax-office-provides-clarification-fixed-trusts/ www.taxathand.com/article/7504/Australia/2017/ATO-issues-guidance-on-determining-what-is-a-fixed-trust www.ato.gov.au/law/view/document?docid=COG/PCG201616/NAT/ATO/00001 See also: It Depends – What’s the difference between unit trusts and fixed trusts? 0
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Australia, Tax, Trusts Guernsey, Tax, Tax Planning, Trusts

Education: Divorce and Family Trusts – Lines of attack and how to shut them down (UK)

www.familylaw.co.uk/news_and_comment/divorce-and-family-trusts-three-lines-of-attack-and-how-to-shut-them-down#.Wc5c_IWcFMs www.boodlehatfield.com/the-firm/articles/will-a-trust-protect-my-assets-in-a-divorce/ Click to access Dawn%20Goodman.pdf www.jdsupra.com/legalnews/dealing-with-irrevocable-trusts-in-61690/ www.burges-salmon.com/news-and-insight/legal-updates/private-client/the-treatment-of-trusts-in-divorce-proceedings/ www.shoosmiths.co.uk/insights/articles/how-is-future-inheritance-and-entitlement-under-a-trust-treated-in-divorce www.kingsleynapley.co.uk/insights/blogs/family-law-blog/six-legal-tips-for-expat-divorcees-over-assets-in-trust#page=1 Is your trust structure able to withstand stress? – Stewarts (stewartslaw.com) 0
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Asset Protection, Divorce, Education, Litigation, Trusts, UK