Managers of Wealth

Swiss wealth tax proposal to test public appetite for redistribution

Around 2,500 taxpayers in Switzerland have assets worth more than 50 million francs, according to Swiss tax authorities, with a total wealth of about 500 billion francs.

Budget 2025 - Business Owners and Entrepreneurs Hit with a Fresh Volley of Tax Hikes

The Budget has seen a slew of measures which will impact business owners, requiring careful financial planning.

What will the new year bring?

As the year draws to a close, attention is turning toward 2026, with a focus on establishing long-term perspectives and strategic positioning for the year ahead.

£100k tax trap to hit 2.3m taxpayers by 2029

Rathbones’ FOI request reveals an additional 493,000 UK taxpayers are set to be caught in the next four years, representing a rise of 27% on the number now.

Four key changes to charitable giving are coming in 2026

New tax laws will affect your charitable giving strategy in the new year. Learn how to make the most of your giving now—before year-end.

UK facing outflow from wealth community unless policymakers take action, Utmost Wealth warns

Acheson pointed out the country’s top 1% of taxpayers contribute a third of all tax revenue

Wealth management employee class action settlement reaches $25.5m accord

This class action settlement will benefit more than 4,400 current and former wealth management employees.

Slashed CGT thresholds trigger hike in clients needing support

According to the latest HMRC data, 359,000 individuals were liable to CGT in 2023/24, up marginally from 355,000 the tax year prior.

The tariff genie will not go back in the bottle

The Supreme Court is currently considering the legality of tariffs imposed by President Donald Trump under the International Emergency Economic Powers Act (IEEPA).

Could an exit tax in the UK accelerate moves to Jersey?

The idea of a 20% levy on unrealised gains from UK business assets has sparked concern, curiosity and, in many cases, action.

The FCA survey questions stressing out wealth boutiques

Earlier this year the financial watchdog sent out the third iteration of its annual information request to the wealth and stockbroking sector.Earlier this year the financial watchdog sent out the third iteration of its annual information request to the we

Carey Olsen lawyers recognised in the 2025 Spear’s 500 rankings

Bernadette Carey, partner in the firm’s Cayman Islands office, has been named Top Recommended in the Trusts, Structuring & Offshore category.

Lawrence Stephens announces the launch of LS Private

Acting as a single point of accountability, LS Private coordinates the full ecosystem of legal, financial, and personal affairs ensuring that every adviser, asset, and decision is aligned.

Switzerland seals deal slashing US tariffs

The agreement, which follows a Swiss business delegation visit to the White House, improves the outlook for the Swiss economy.

It’s Harvest Time: Advancing Tax-Aware Portfolio Management for Wealth Managers

Yet in modern wealth management, tax loss harvesting is no longer a once-a-year exercise.

One in eight business chiefs set to leave UK over tax burden

Among those planning to relocate a third (33%) said they will also move their business abroad, with another third looking to move as individuals, while the rest plan only to move their businesses.

Banks: Regulation as a source of innovation?

Objectway has developed a collaborative approach to regulation

DFM launches MPS for US citizens caught in tax ‘catch-22’

David James Wealth USA has launched a model portfolio service for US citizens living in the UK facing the risk of double taxation on their fund investments.

Switzerland's financial center is shrinking – these are the reasons

The sector is consolidating not only because companies are weak

UK weighs 20 per cent exit tax on wealthy emigrants

The measure could generate around £2 billion in additional revenue

Legal,Regulation,Tax & Compliance