Tax matters have legal consequences that an attorney would need to know about, while financial advisors should have insight into tax payments because they can directly impact both cash flow and a business owner’s net worth.
The report, focusses on succession planning and how existing trust structures, established 30 plus years ago, might be affected by the next generation of beneficiaries.
The 87% gender pay gap between the number of men and women earning £1m-plus a year, is bad news for everyone concerned – not just women, says Emelia Hamilton-Russell
Our research for Women in the Workplace, a collaborative initiative between LeanIn.Org and McKinsey, examines the gender-parity gap in financial services and looks at what can be done to close it.
Rich families are spending millions to live within walking distance of the best schools, according to data by Realtor.com, cited by Mansion Global.
The UK is an attractive destination for many high net worth and ultra-high net worth individuals due to the availability of high quality education, its healthcare infrastructure, culture and quality of life.
The figures for the end of June 2018 showed the net asset value stood at £276.2 billion, the highest since the end of June 2013, and a growth of more than £13 billion (4.94%) on Q1 2018 and a 12-month growth of more than £5 billion (1.9%