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TL4 & ConTrA Summary | Private Client Summer School 2021
Date: 22/12/2021 Type: 60 seconds with ThoughtLeaders 4 Content Topic: Private Client | Trusts | Wills and Estates | Inheritance | Next Generation Wealth | Investment and HNWI’s | Tax |Author: ThoughtLeaders4 Private Client
On Thursday 26th August 2021, we opened the doors to our first in-person event at ThoughtLeaders4 by kicking it off with Private Client Summer School: The Ultimate Insider’s Guide. For most delegates, this was the first event they had attended in over 18 months. For everyone in attendance at the summer school, there was a real sense of novelty to be back in the room where delegates were able to move freely, catch up, and begin to plant the seeds into relationships that will likely grow as they do in the industry.
Private Client Magazine Issue 5 - Year in Review 2021: Looking Back and Looking Forward
Date: 26/11/2021 Type: 60 seconds with Articles Community Magazine Interviews Quarterly ThoughtLeaders 4 Content Community Partner Main Issue Topic: Private Client | Trusts | Wills and Estates | Inheritance | Next Generation Wealth | Investment and HNWI’s | Tax |Author: ThoughtLeaders4 Private Client
In the latest issue of the Private Client Magazine, we present to you a ‘Year in Review’, which discusses the most significant trends and cases over the past 12 months. This edition also features an In Focus supplement on ‘Next Gen’, which tackles topical trends such as ESG, mental health, and generational wealth. Thank you to all of our authors, members, readers and Community Partners for their endless support and contribution. 2022 will no doubt bring new thoughts, ideas and trends, and we look forward to capturing new content and industry insight as we continue to navigate the legal maze.
Knowledge BVI trust legislation enhanced by Trustee (Amendment) Act 2021
Date: 08/07/2021 Type: Articles Community Partner Topic: Private Client | Trusts | Wills and Estates | Inheritance | Next Generation Wealth | Investment and HNWI’s | Tax |Author: Andrew Miller, Partner (Cayman Islands & BVI) & Fraser Allister, Managing Associate (Cayman) - Bedell Cristin
The Trustee (Amendment) Act 2021 (the "Amendment") came into force on 13 May 2021 and greatly enhances BVI's trusts legislation.
The Amendment inserts a new section 58B to the Trustee Act, expanding the court's jurisdiction to vary, add to, revoke or replace any provision of a trust. It builds on existing rules that allow the court to approve, on behalf of minor and unborn beneficiaries and other persons who are unable to approve themselves, arrangements that amend trusts.
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In order to suggest topics or write for our knowledge hub please contact Paul on +44 (0) 20 3398 8510 or email paul@thoughtleaders4.com