Advisors say they’re busier than ever in the last weeks of 2020, especially with helping clients transfer wealth to the next generation tax-free while they still can.
What not to do with your investments and taxes is just as important as what to do.
Don’t wait until they actually have a claim to find out what they should know today.
The founder and CEO of SoLa Impact talks about his plans for the new Black Impact Fund and what type of investors it’s targeting.
Beware the domicile. When your client has UK connections it is vital to obtain advice on the other side of the Atlantic.
We have two choices when it comes to philanthropy, particularly now: Do nothing, or do what we can.
Marina Hernandez explains what makes the niche of cross-border planning for expatriates so unique and so complex.
Ensure that probate orders remain enforceable in perpetuity.
