What a recent HMRC decision tells us about ‘too good to be true’ schemes
A recent HMRC ruling sheds light on the differences between tax evasion (illegal) and tax mitigation (legal), writes Jerry Jamieson…
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MASECO’s guide to avoiding the US and UK tax traps
The tax challenges of being an American in the UK are legion, warns Josh Matthews of MASECO US connected individuals…
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Why the next gen’s appetite for social impact is soaring
The millennial appetite for social entrepreneurship isn’t simply youthful idealism, writes Russell Prior Young people today are growing up in…
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Joined-up thinking: Meet the team leading HSBC’s HNW offering
HSBC Private Banking’s collaborative culture creates ‘a virtuous loop’. By Rasika Sittamparam ‘It’s been a phenomenal 12 months,’ enthuses Peter…
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The NBA and the new trend in ‘corporate foreign policy’
The NBA’s recent travails are part of troubling trend that could see globalisation rebound on the West, writes Robert Amsterdam…
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Retirement dilemma: How much money do you really need?
Many of those under 55 in Britain don’t really know the answer to this age-old question, writes Penny Lovell Now…
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Investec’s private capital head on Brexit, business and ‘super normal’ opportunities
Arjun Chopra talks to Arun Kakar about the South African bank’s vision for UK HNWs ‘The people we work with…
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Roger Weatherby wins the Outstanding Achievement Award at the Spear’s Wealth Management Awards 2019
The seventh-generation head of Weatherby’s Private Bank was praised for imbuing it with ‘definite mojo’ at the 13th edition of…
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What new BBC show Gold Digger can tell us about Pre-Nups
‘She needs a trusted advisor who will cut through the noise and tell her to be a realist’, writes Marjha…
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Sir Lloyd Dorfman is the Spear’s Philanthropist of the Year 2019
Travelex founder Sir Lloyd Dorfman won the Philanthropist of the Year at the Spear’s WMAs, and addressed a packed Skinners’…
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Spear’s crowns Wealth Management Awards winners of 2019
Sir Lloyd Dorfman led a line-up of winners at the 13th annual Spear’s Wealth Management Awards at Skinners’ Hall –…
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Education and Property: How to find the right fit
When it comes to property and education – it’s all about finding the proper fit, write Hannah Aykroyd and Richard…
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Laurence Geller: How I became a serial philanthropist
British-born real estate investor Laurence Geller on how he became a ‘serial philanthropist’ Interview by Rasika Sittamparam I made my…
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Everything you need to know about the Dormant Accounts Scheme
Dormant accounts seem to represent the closest thing to a ‘free money tree’ that charities could wish for, but they…
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‘We wanted to reimagine international aid’ – Cambodia’s Liger Academy celebrates ten years
The philanthropic Liger Academy teaches promising Cambodian children the skills to succeed. Arun Kakar talks to its co-founder about how…
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Succession planning in an era of ‘increasing transparency’
In a world of increased transparency it is important that flexibility plays a key role in succession planing, writes Dominic…
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Spear’s Wealth Management Awards 2019: The nominees for the ‘private client Oscars’
The nominees for the private client world’s most anticipated awards have been announced The winners of the 2019 Spear’s Wealth…
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New trusts stats show ‘major changes ahead’
As the number of trusts and estates have continued to fall, many trustees should be taking advice about the increasing…
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Why family offices are spying opportunities in corporate finance
Family offices are spying fresh opportunities in corporate finance, says Rasika Sittamparam Even in large mergers and acquisitions, the fees…
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Why ‘accidental Americans’ can expatriate now, file later – and pay no tax
A new amnesty programme from the IRS is good news, but only for those who use it correctly, writes Suzanne…
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