Used properly, a discretionary (family) trust can save you tens of thousands of dollars in tax each year. This happens when ...

Unlike a will, which can be challenged during the public probate process, a trust is a private contract that is significantly ...

Goldman Sachs Private Wealth Management’s discretionary portfolio management (DPM) franchise in North America distinguishes ...

Following recent inflation adjustments, federal estate, gift, and generation-skipping transfer (GST) tax exemptions have ...

Self-reporting allows some trusts to dodge land tax, but NSW Finance Minister Courtney Houssos says they’re in Revenue NSW’s sights.

A Practical Guide for International Families in Mallorca. Lullius is the only firm in Mallorca dedicated exclusively to Tax and Private Wealth for private clients ...

Delhi High Court’s recent order has changed the scope of imposing the Black Money law for individuals who have been forced to stay in India. The devel.

Four areas deserve careful attention at the drafting stage: due diligence, compensation, replacement authority and ongoing performance review.

In our weekly series, readers can email any question about their finances, to be answered by our expert, Rosie Hooper. Rosie is a chartered financial planner at Quilter Cheviot Financial Planning and ...

Financial advisers may wish to review how pension contributions, investment gains and estate planning strategies interact for ...

While I mostly agree with Dan Lett’s analysis (Councillors brace for impact when provincial education property tax hikes hit mailboxes, March 19), there are some significant reasons to challenge his ...