We continue to live in risky times, but as we noted in our final newsletter for 2019, the markets last year outperformed expectations and delivered solid returns for investors. Looking ahead to 2020, our message continues to be that, while we’re not overly excited about global return prospects for the year, we are not anticipating…
We have faced situations where distributions to beneficiaries of offshore trusts are problematic where the recipients are tax resident in various countries around the globe, such as the US, UK, Australia, Israel and Europe. We’ve asked Robyn to provide her expert insight, the first jurisdiction she is focussing on is the US, with the other…
Endowments are an overlooked instrument among people seeking to maximise the tax efficiency of their investment portfolios, but they can be a useful tool under certain circumstances. They are particularly useful for people who have a higher marginal tax rate than 30%. We believe that the only class of endowment that is really worth looking…
