Private Wealth and Trust Disputes Notes

In the matter of the Arpettaz Settlement [2020] JRC 161

Should the trustee of an offshore trust involve itself in proceedings concerning the trust that take place onshore?  The received wisdom is that an …

Private Wealth & Charities Podcast EP11: Trust Companies Survey – Anti-Money Laundering

Private Wealth & Charities Podcast EP10: Trust Companies Survey – Cyber security

Private Wealth & Charities Podcast EP9: Trust Companies Survey – Tax

Trust Survey – the data privacy angle

Private Wealth & Charities EP8: Trust Companies Survey – Data protection

Private Wealth & Charities podcast EP7: Trust Companies Survey – Reputational Risk

Private Wealth & Charities EP6: Trust Companies Survey – Beneficiary disputes

Court considers the will of the judge who created the ‘Golden Rule’

GOSS-CUSTARD & ANOR V TEMPLEMAN & ORS [2020] EWHC 632 (CH) Following a seven-day trial, judgment was handed down on 28 January 2020 upholding …

HMRC GUIDANCE ON STATUTORY RESIDENCE TEST AND COVID-19

HMRC has updated its guidance on the Statutory Residence Test (“SRT”) to extend the exceptional circumstances exception to cover COVID-19. When …

Herbert Smith Freehills launches major new trust companies survey

We have launched our annual survey to map the major risk and compliance issues facing trust companies. We are looking to identify the key trends in the …

English Court of Appeal endorses High Court approach to determining interest rate applicable to equitable compensation payment arising out of breach of fiduciary duty

In the recent decision of Watson v Kea Investments Ltd [2019] EWCA Civ 1759 the English Court of Appeal endorsed the approach taken by the High Court in …