Asset Management

Half the UK super rich prepare to leave or sell UK investments

1 February, 2008 04:43 PM

New research shows that UK government plans to tax the country’s UHNWIs will be counter-productive as tax revenues will fall and UK investments will be sold.

Choosing a trustee: the questions you need to ask

2 November, 2007 12:06 AM

Simon Rylatt, Geoffrey Todd

When setting up a trust, one of the biggest decisions is choosing a trustee. Who is best able to look after your assets? Simon Rylatt and Geoffrey Todd look at the fundamental questions you must ask before making this vital decision

The ordeal of a deal – surviving the sale

GOVERNANCE: SELLING THE BUSINESS

1 September, 2007 04:45 PM

Ed Lazar

“I’ve sold my family business – now what?” The deal is done but the ordeal is not. Ed Lazar explains how the personal change for the owner is only beginning and how families should be prepared for what comes their way in the aftermath of a business sale

Minimising succession risks: a definitive guide

GOVERNANCE: SUCCESSION

1 September, 2007 04:29 PM

Tom Davidow

Handing over a family business to the next generation carries with it many inherent risks. Tom Davidow sets out the steps you should follow to ensure that a succession passes off successfully and the business is ready for the next phase of its development

Affluent Americans lost in an alternative world

News : Trendsetter

1 May, 2007 12:00 AM

Marc Smith

There are more millionaires living in America than ever before, and with many putting off retirement wealth preservation is an important issue. Marc Smith reports on the investment habits of the super-rich and finds that all is not as it seems …

Alternative investments: daring to be different

Round Table : Alternative Investments