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.
Readying for the transmission of wealth in Asia
Nigel Rivers of TMF Group outlines some key areas that UHNW individuals should - but often fail - to consider in relation to the transfer of wealth from one generation to the next.
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.
How to make the most of trusts
Tan Choon Leng of RHTLaw Taylor Wessing LLP discusses the benefits of using trusts, and explains how trusts often need tailoring and reviewing because every family is unique, and because situations will inevitably change.
The importance of planning for the future
Tan Choon Leng of RHTLaw Taylor Wessing LLP outlines why wealth and estate planning is so important today, and discusses some of the common concerns wealthy clients have.
What Universal Trustees has to offer
Ashvini Chopra, chief executive officer and managing director of Universal Trustees, explains the role of trust companies and their services in India.
Tailoring trusts in India
Ashvini Chopra, chief executive officer and managing director of Universal Trustees, explains the various considerations and objectives when setting up different types of trusts for Indian clients.
Trends in wealth planning in India
Ashvini Chopra, chief executive officer and managing director of Universal Trustees, talks to Hubbis about some of the trends - and uncertainties - arising in wealth planning in India.
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.
The Skandia approach to wealth solutions in Singapore
Craig Ellis, head of region and principal officer for Skandia International Group in Singapore and South-east Asia, tells Hubbis why the firm is well-placed to make the most of the potential in the local market for estate planning structures and other long-term solutions.
Accessing China's growing appetite for trusts
Alex Cho, managing director at Intertrust Group in Hong Kong, talks to Hubbis about the increasing interest in trusts from wealthy mainland Chinese as part of the realisation of the value of proper estate and succession planning – and explains how to make the most of this business opportunity.
Handling tricky wealth planning topics
Relationship managers must be more proactive around helping their clients tackle thorny issues such as death, divorce and disputes in creating suitable plans for wealth transfer and general estate planning.
US estate and gift tax laws to impact many in Asia
A number of forthcoming changes to US tax law will adversely affect current US estate and gift tax planning opportunities, in turn impacting a substantial number of people in Asia, according to Withers, the law firm.
A day-in-the-life: wealth planner – Jonathan Hubbard
Jonathan Hubbard of UBS Wealth Management explains what his role involves as head of the firm’s wealth planning business in Asia, and looks at how to effectively work with other parts of the organisation.
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.
Supporting the shift towards the next generation
Nigel Rivers, managing director of TMF Group in Hong Kong, and the regional director of private clients in Asia Pacific, outlines how the increasing focus on inter-generational wealth transfer and the many considerations around planning for future generations is influencing how HNW clients today are thinking about how they manage and plan their wealth.
Taking advantage of Asia's “bull market” for wealth planning
One of the biggest strategic opportunities for the wealth management industry in the long-term lay in its ability to service the increasingly urgent and complex needs of HNW clients in relation to succession planning and inter-generational wealth transfer. But only if they can overcome the main blockage at both the client and RM levels – education.
Getting the approach to wealth structuring right
In line with the many regulatory, tax and general transparency-driven developments globally, there is a growing focus within Asia’s advisory community on how to make the best use of trust and other structures as part of the various wealth planning options available to HNW clients.
Bedell Trust hires head of Asia Pacific
Bedell Trust has appointed Victor Ho as head of Asia Pacific to lead the development of its services to clients based in Asia, including those with family and business connections in the UK and Europe.
Taking advantage of Asia's “bull market” for wealth planning
One of the most notable obstacles to capitalising on the growing need for wealth planning for Asia’s ever-wealthier and increasingly international families continues to be education – at both the adviser level as well as for high net worth (HNW) clients.
An evolving approach to using trusts in Asia
In line with the many regulatory, tax and general transparency-driven developments globally, there is a growing focus within Asia’s advisory community on how to make the best use of trust structures as part of the various wealth planning options available to high net worth (HNW) clients.
Tackling wealth planning for families
Barbara R. Hauser of Barbara R Hauser LLC explains the various planning considerations and challenges for families when trying to ensure smooth governance and wealth transfer.
How to use trusts for family planning
Christian Stewart of Family Legacy Asia assesses the use of trusts as part of wealth planning for families, and explains the most effective way to use this tool in this succession process.
A growing focus on wealth planning advice
Angelo Venardos of Heritage Trust looks at how and why wealth planning is becoming more important in Asia, and how discussions with clients are evolving.
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.
Wealth planning trends in mainland China
Marcus Leese of Ogier looks at some of the trends and developments in estate and succession planning in mainland China, including key characteristics of the local market.
Proper wealth planning
Jonathan Hubbard, head of wealth planning at UBS Wealth Management in Asia, explains how high net worth (HNW) individuals in Asia should view and use trusts.
How to select a trustee
Elizabeth Thomson of ICS TRUST looks at the different types of trust companies and individual trustees, and explains how families and individuals can choose the right one for them.