4+ day, 16+ hour ago   (840+ words) A living trust (or revocable trust) can bypass probate court, safeguard your family’s privacy, and preserve your wealth — if you set it up correctly. A living trust is a legal document you set up while you’re alive to ensure that…...

5+ day, 1+ hour ago   (386+ words) Political commentator Claude Skelton Cline has called for trust companies and marine businesses operating in the BVI to pay into a sovereign wealth fund intended to finance infrastructure, education and other long-term development needs. Speaking on his Honestly Speaking programme,…...

5+ day, 9+ hour ago   (411+ words) &Partners has selected Wealth.com as its enterprise-wide estate planning platform, giving more than 100 advisors access to technology designed to help review estate documents, visualize estate plans, identify planning gaps and opportunities, create client-ready reports and guide clients through the…...

1+ week, 2+ day ago   (1490+ words) After leaving his position as president of John W. Henry & Co. in 1993, Ken Tropin found himself contemplating his next steps. He met up with Mark Dalton, who at the time was the president of Tudor Investment Corp. — a hedge fund Tropin…...

1+ week, 6+ day ago   (467+ words) Corteva seed quality is a passport to competitive markets Are some qualifications more future proof than others? The people behind clean, safe spaces: Why attention to detail makes the difference Lena Manamela on Growth, Leadership and the Power of Becoming…...

1+ week, 6+ day ago   (140+ words) Investment Week You are currently accessing Investment Week via your Enterprise account. Phone: +44 (0) 1858 438800 Friday Briefing: The battle of the trusts The investment trust sector has brought in the heat this week, despite the abating heatwaves in the UK, as the…...

1+ week, 6+ day ago   (1024+ words) India is seeing growing interest in private family trusts, particularly among High Networth Individuals (HNIs) and Ultra High Networth Individuals (UHNIs), promoters and business families. The reasons go beyond wealth protection: succession planning, continuity of family businesses and managing assets…...

2+ week, 2+ day ago   (485+ words) For years, our industry has talked about the great wealth transfer. We talk about trusts, estate plans, tax strategies, beneficiaries, and the trillions of dollars expected to pass from one generation to the next. All of that planning matters. But…...

2+ week, 5+ day ago   (69+ words) Funding test should not be 'automatic trigger' for DB surplus release Standard Life launches £2bn PRT strategic partnership Altro scheme completes £85m 'BPA-plus' transaction with M&G IGG research finds only one in ten DB schemes are targeting buyout ‘as soon as…...

3+ week, 2+ hour ago   (1537+ words) The Regulation of Trusts Bill would do more than expand trustees’ routine reporting, record-keeping, and investment duties. It would place the requirements for creating a valid trust on a statutory footing, strengthen the Master of the High Court’s oversight powers,…...