The Trident Practical Guide to Offshore Trusts

The Trident Practical Guide to Offshore Trusts PDF

Author: International Trident Trust Group Staff

Publisher:

Published: 1995-09

Total Pages:

ISBN-13: 9781899217014

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"Use of offshore trusts has increased dramatically in recent years with the growing internationalisation of the affairs of individuals and businesses. Professional advisers today regard offshore trusts as providing a practical solution to many issues involving international estate and tax planning, political and creditor protection, and the structuring of international company activities." "The guide provides all of the information advisers require on each offshore jurisdiction's trust laws in one comprehensive volume. The guide is carefully structured to allow for easy access to each topic. Questions on formation of a trust, rights of settlors, creditor/asset protection trusts, perpetuity rules, duties of trustees, charging clauses, powers and obligations of protectors, confidentiality, and taxation are all clearly dealt with in readily identifiable sections. The sections can be cross-referenced across the different jurisdictions covered." "The guide covers the most popular trust jurisdictions, namely Bahamas, Bermuda, British Virgin Islands, Cayman Islands, Cook Islands, Cyprus, Gibraltar, Guernsey, Hong Kong, Isle of Man, Jersey, Liechtenstein, Mauritius and the Turks & Caicos Islands. There is also a chapter dealing with the Hague Convention on Trusts."--BOOK JACKET.Title Summary field provided by Blackwell North America, Inc. All Rights Reserved

Trusts a Practical Guide

Trusts a Practical Guide PDF

Author: Terence O'Halloran

Publisher: BUSINESS & ECONOMICS / Business Communication / General

Published: 2012-08-08

Total Pages: 255

ISBN-13: 1904980112

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Within the genre of financial selfhelp, 'Trusts A Practical Guide' is an invaluable and rare resource for financial experts and members of the public alike who need a reference work on a subject that is, on the face of it, complex but which undeniably affects many people's lives at one point or another. Whatever your occupation or background, you are almost certain at some time to need some understanding of this subject, whether in your own financial planning or in advising those around you - and this guide is particularly helpful when dealing with a relative's probate or the complex issues arising from an inheritance.After thirtyfive years at the top of his profession, FSA member Terry O'Halloran writes passionately and informatively, not only about his subject but also about the importance of spreading the word to others. He has seen many times first hand the benefits of wellorganized and implemented financial planning on people's lives. More poignantly, he has seen what can happen when such matters are left to chance.Using famous historical characters, placing them in recognizable situations and using real life case histories, he explains the organization and procedure of Trusts simply and easily bringing his subject alive by putting it in a perspective that is easily assimilated by the layman. Terry O'Halloran clearly explains the intricacies of Trusts and confronts their realities with reallife examples such as a family case involving a number of exwives, a business partnership that goes very expensively wrong and even the attempted murder of a director and removal of the wouldbe assassin (as a Trustee). Building the full picture from simple steps, the author explains the merits or otherwise of trusts and their uses with life assurance and pension products. "Trusts are the most important adjunct to life assurance, business protection, estate planning and pension provision. A basic understanding is essential," he insists.

The Financial Services Sourcebook

The Financial Services Sourcebook PDF

Author: Robert Cunnew

Publisher: Routledge

Published: 2017-09-29

Total Pages: 336

ISBN-13: 1317571282

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Provides a first port of call for those seeking information sources in a sector that has undergone tremendous change in recent years. Includes information on banks and building societies, insurance companies, investment funds and pension funds. Highlights essential reference works, consumer information, career guides, technical reports, official publications, market and company research, product information and electronic resources. Identifies the most appropriate sources and provides assistance in choosing between competing items and provides an overview of significant international sources

International Life Insurance

International Life Insurance PDF

Author: David D. Whelehan

Publisher: Chancellor Publications

Published: 2002

Total Pages: 491

ISBN-13: 1899217061

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The editor has assembled a distinguished group of authorities on international life insurance to set out the key issues in this fast-changing area of international planning - and how to profit from the financial benefits it offers.

Trends in Contemporary Trust Law

Trends in Contemporary Trust Law PDF

Author: A. J. Oakley

Publisher: Oxford University Press

Published: 1996

Total Pages: 390

ISBN-13: 9780198262862

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Rev. versions of papers originally presented at a conference held on Jan. 6-7, 1996 in Cambridge, U.K.

Havens in a Storm

Havens in a Storm PDF

Author: J. C. Sharman

Publisher: Cornell University Press

Published: 2018-10-22

Total Pages: 305

ISBN-13: 1501732900

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Small states have learned in recent decades that capital accumulates where taxes are low; as a result, tax havens have increasingly competed for the attention of international investors with tax and regulatory concessions. Economically powerful countries including France, Britain, Japan, and the United States, however, wished to stanch the offshore flow of domestic taxable capital. Since 1998 the Organisation for Economic Co-operation and Development (OECD) has attempted to impose common tax regulations on more than three dozen small states. In a fascinating book based on fieldwork and interviews in twenty-two countries in the Caribbean, North America, Europe, and islands in the Pacific and Indian Oceans, J. C. Sharman shows how the struggle was decided in favor of the tax havens, which eventually avoided common regulation. No other book on tax havens is based on such extensive fieldwork, and no other author has had access to so many of the key decision makers who played roles in the conflict between onshore and offshore Sharman suggests that microstates succeeded in their struggle with great powers because of their astute deployment of reputation and effective rhetorical self-positioning. In effect, they persuaded a transnational audience that the OECD was being untrue to its own values by engaging in a hypocritical, bullying exercise inimical to free competition.

The Chancellor Offshore Funds Manual

The Chancellor Offshore Funds Manual PDF

Author:

Publisher: Chancellor Publications

Published: 1999

Total Pages: 304

ISBN-13: 1899217045

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The offshore funds industry has gone from strength to strength in recent years, and shows little sign of slowing in a global investment environment characterized by high levels of liquidity and increasing numbers of high net worth individuals. In this growth environment, funds managers, administrators and investors alike are faced by complex challlenges. Funds professionals are confronted by burgeoning legislation, ever higher yield expectations, and increased competition from their peers. Investors are faced with an often bewildering choice of funds, and complex tax and funds performance issues.