estate planning

The Trust as a Family Holding Structure 

By |December 9th, 2014|

A trust can provide a very good solution for the long term holding and preservation of family wealth.  
Trusts have been used for generations for the holding and preservation

Trust as a Family Holding Structure II (aspects of the Trust)

By |December 9th, 2014|

The Trust as a Family Holding Structure
Part II: Various aspects of the trust as a Family Holding Structure
A trust can provide a very good solution for the long term

What do you need to know about Polish inheritance and donations tax?

By |October 1st, 2014|

What do you need to know about Polish inheritance and donations tax? Does the private foundation or trust qualify for the tax-exempt status under Polish law?
Inheritance and donations tax,

Estate planning and trusts in the divorce context

By |September 30th, 2014|

Estate planning and trusts in the divorce context
The creation of trusts for estate planning purposes or for tax purposes
In terms of South African statutory provisions, trust assets vest in

Succession in Switzerland – Last Will

By |September 30th, 2014|

The order of succession in Switzerland is determined by the Swiss Civil Code.
According to the general provisions of the Swiss International Private Law Act, Swiss courts or administrative authorities

Immigration of persons with no gainful activity in Switzerland

By |September 30th, 2014|

Is immigration to Switzerland still attractive to persons with no gainful activity in Switzerland?
Switzerland is an attractive country granting substantial tax benefits to immigrating foreigners.
The advantages of Switzerland include:

The History of the Anguilla Foundation

By |September 30th, 2014|

The History of the Anguilla Foundation.
The Anguilla Foundation is a versatile platform for Estate Planning and Asset Protection.

The Anguilla Foundation finds its roots in the common law trust and,

Financial impact of personal situations like death and disability: Proactive formula

By |September 29th, 2014|

Financial impact of personal situations like death and disability: Proactive formula
What are the main tools available to me in Spain to control the effects of my death, or of

Principal Residence Trust

By |August 22nd, 2014|

Principal Residence Trust
­Setting up a trust to hold a family home can provide tax benefits and asset protection.

The family home is often one of the key family assets.  It

Discriminatory inheritance and gift tax regime for non-residents in Spain

By |August 22nd, 2014|

Discriminatory inheritance and gift tax regime for non-residents
Are non residents in Spain discriminated against where inheritance and gift tax is concerned? Are there any possibilities to ask for a