7+ hour, 23+ min ago  (535+ words) Family disputes over inheritance are no longer confined to private family dynamics. They are now a prominent and growing feature of the UK's private wealth landscape, with recent data indicating a 37 percent rise in probate disputes reaching court over the…...

1+ day, 8+ hour ago  (127+ words) MCM Partners, a Hong Kong-based wealth management firm, has launched a dedicated family office platform. MCM Family Office aims to bring together family office advisory, wealth management, and wealth planning services under an independent platform. Need a subscription, fill out…...

4+ day, 13+ hour ago  (142+ words) National wealth planning firm Wren Sterling has partnered with Aon, a professional services firm, to strengthen its risk management and insurance advice offering for high net worth clients. Wren Sterling advises individuals across the UK on financial planning, including pensions,…...

2+ week, 1+ day ago  (590+ words) It is increasingly accepted that a family's purpose and shared values should be the north star for how it governs itself " what it stands for and what it wants its wealth to represent. The same applies to the wealth structures…...

3+ week, 4+ day ago  (155+ words) In the case of Cator & Ors v Thynn & Anor[2026], the High Court has ruled that the surrogate-born son of Lady Emma Thynn and her husband, Ceawlin, the 8th Marquess of Bath, can be included as a beneficiary of the Longleat family…...

1+ mon, 13+ hour ago  (164+ words) High Court contested probate cases totalled 126 last year, remaining broadly unchanged from 2024 and pointing to sustained elevated levels of inheritance disputes. Freedom of Information (FOI) data shows the figures, obtained by UK law firm Irwin Mitchell and provided by HM…...

1+ mon, 1+ week ago  (161+ words) Jersey has made a series of changes to its trusts legislation, in an effort to reinforce the jurisdiction's position as a centre for global trust and fiduciary business. The Trusts (Jersey) Amendment Law 2026 came into force on 20 March, with the…...

1+ mon, 2+ week ago  (167+ words) HM Revenue & Customs (HMRC) has introduced changes to its helpline services, creating separate contact routes for inheritance tax (IHT) and trusts in an effort to improve the handling of enquiries and direct them to specialist teams. A new dedicated trusts…...

2+ mon, 2+ day ago  (423+ words) The UK's offshore trust and non-dom regime has been radically overhauled in recent months. The most significant changes came into effect on 6 April 2025 with new rules relating to the taxation of offshore trusts now looking primarily to the residence of…...

2+ mon, 1+ week ago  (167+ words) Oakglen Wealth Planning (OWP), the financial planning arm of Oakglen Wealth, has appointed Scott Cullinane as financial adviser in its Jersey advisory team. Mr Cullinane joins OWP with experience in delivering financial planning advice to private clients, families and business…...