Dealing with BVI assets in a person's estate: what you need to know
Omonike Robinson-Pickering of Walkers describes the documentation that may be required in order to deal with BVI assets in a person's estate, how the process may differ depending on the type of will or trust in place, and what executors and administrators need to beware of.
What happens to BVI company shares after the shareholder's death
Omonike Robinson-Pickering of Walkers explains the processes that take place when somebody dies and leaves behind shares in a BVI company, outlining the consequences of not having the right succession plans in place - particularly in situations where the deceased is the sole shareholder in the company.
What to do with BVI assets in a person's estate: an introduction
Omonike Robinson-Pickering of Walkers gives an introductory overview of the steps that administrators, executors, and family members should take when dealing with a deceased person's estate that includes BVI property.
Creating more awareness for trusts in India
Tariq Aboobaker, managing director of Amicorp Trustees India, explains to Hubbis the role and value of corporate trustees, and discusses the most effective way for individuals to think about - and use - trusts.
Wills and trusts
Shailesh Haribhakti, chairman of DH Consultants, outlines the areas for clients and advisers to consider when going through the process of making a will.
Jersey court sets new legal precedent for wills
Three UK charities are set to gain GBP1.5 million (US$2.28 million) as a result of a landmark court case which has set a useful precedent in the way wills are interpreted.
Handling tricky topics with clients
Fan Choi of Coutts outlines some key considerations for clients and advisers with estate and succession planning, and suggests ways to breach sensitive topics.
The growing role of wealth planning in Asia
Fan Choi of Coutts discusses the drivers for the increasing focus in Asia on the need for wealth planning, and looks at some of the trends in the tools and structures being used.
The growing importance of wealth planning in Asia
Jonathan Hubbard of UBS Wealth Management explains why wealth planning is increasingly important and relevant in Asia, and the role it plays within wealth management.
The importance of estate planning
Elizabeth Thomson of ICS TRUST explains why it is so important for families and individuals to have in place an estate plan, and looks at some of the problems which arise from not being prepared.
HNW clients struggle with trust in the wealth planning process
A survey by Barclays Wealth to explore the importance of succession planning, and to understand how wealthy individuals seek to divide wealth amongst their children, has found that trust in the wealth transfer process is something that many people struggle with.
Putting in place a suitable estate plan
Brendan Harper of Friends Provident International discusses the components of an effective estate plan, and explains how individuals and their advisers can implement an appropriate strategy.
A toolkit for a successful wealth planning strategy
Mark Smallwood of Deutsche Bank Private Wealth Management explains some of the main tools available to relationship managers and advisers when creating a succession plan for their clients.
Tapping Asia's wealth transfer potential
Mark Smallwood of Deutsche Bank Private Wealth Management discusses the challenges and opportunities in relation to wealth transfer in Asia, and explains what advisers can do in this area.
How can advisers tap Asia's wealth transfer potential?
As many of Asia’s first generation of high net worth individuals near the end of their lives, advising them on succession planning offers the private banking and wealth management industry an unprecedented business opportunity.
How to create an effective wealth transfer strategy
William Ahern of Family Capital Conservation explains the various issues, considerations and tools involved in advisers putting in place a robust and appropriate succession plan for wealthy clients.