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News
Regulation of Trusts Bill: Stronger powers and protections
3+ week, 5+ hour ago (1537+ words) The Regulation of Trusts Bill would do more than expand trustees’ routine reporting, record-keeping,...The Bill is intended to address these weaknesses and align trust regulation with the recommendations...declare the trust invalid, either from its inception or from the…...
Regulation of Trusts Bill: New duties and risks for trustees
3+ week, 4+ day ago (1614+ words) article in a two-part guide focuses on the reporting, record-keeping, governance, investment, and compliance...The information to be included, the manner of filing, and the applicable fees would be set by regulations...
When family wealth becomes too complex to remain informal
1+ mon, 3+ day ago (929+ words) Growing up in an Asian family, I would argue it requires navigating a plethora of spoken and unspoken rules...There comes a point when a family becomes too successful to remain entirely informal, when not everyone...
A misunderstanding at the heart of the seven-year gifting rule... | Money newsletter
1+ week, 1+ day ago (185+ words) 2026 08:10 In next week's Money newsletter: A misunderstanding at the heart of the seven-year gifting rule...Many adults in the UK are getting sunburnt and some are staying in the sun too long because they believe...
A misunderstanding at the heart of the seven-year gifting rule... | Money newsletter -
1+ week, 1+ day ago (201+ words) 2026 08:10 In next week's Money newsletter: A misunderstanding at the heart of the seven-year gifting rule...Many adults in the UK are getting sunburnt and some are staying in the sun too long because they believe...
s Retirement Rule: Is $500,000 Really Enough?
1+ week, 9+ hour ago (1515+ words) Published on: 2026-09-07 Updated on: 2026-09-07 Kevin O’Leary’s retirement savings rule says $500,000...The rule: Hold $500,000, earn about 5%, spend the income and leave the principal intact....The rule is a preservation strategy rather than a drawdown strategy....The discipline is the rule....
IRS Proposed Rules for Trusts Eliminate Reporting Headaches
3+ week, 6+ day ago (86+ words) news.bloombergtax.com Trusts with charitable...deductions got welcome relief from IRS proposed rules that would relax reporting requirements....
SMSF Property Rules Change: What the New LRBA Requirements Mean for Investors
5+ day, 8+ hour ago (829+ words) types of real property provided the arrangement satisfied the broader superannuation and borrowing rules...When the new rules apply The timing of the arrangement is particularly important....entered into before the commencement of the new restrictions may continue to operate…...
Foreigners in France say poor communication leaving notaires still unsure of inheritance rules
2+ week, 5+ day ago (1426+ words) the director of a leading notaires’ technical advisory body says he stands ready to help clarify the rules...Under EU rules, the law of the deceased’s habitual residence applies to the whole estate unless they...The situation was complicated in…...
Equity Trustees broke its own rules on problematic First Guardian fund
4+ day, 6+ hour ago (92+ words) AFR ASX-listed Equity Trustees...available for investment on its wealth management platform, without board approval, and in breach of its rules...