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International Asset Protection Planning

February 2017

A roundtable discussion amongst private client experts from Florida, Texas and New York - plus the European jurisdictions of the UK, Portugal & Malta.

Synopsis

Proper asset protection planning is an important consideration for clients with significant personal assets they wish to shelter from future legal judgments.

There is potential for anyone with creditors in a commercial or personal context to be subject to a negative judgment, should those creditors decide the terms of an agreement have been broken, a contract violated or a loan payment missed. Anyone with substantial assets should plan ahead and know how to structure them efficiently.

Residents of Florida will appreciate the following weather metaphor for our increasingly litigious society: If you know you live in a region prone to hurricanes you should fortify your house to ensure it is sturdy enough to withstand the storm when it strikes. To do nothing is to invite  dsaster.

With this in mind, IR Global teamed up lawyers for a virtual round table of Private Client professionals, including Peter Greswold from Wrigleys, to discuss how asset protection planning is handled in jurisdictions across the US and Europe.

Full details of the discussion are here

16 Jan 2019

The OTS's first report on the review of Inheritance Tax

The OTS's first report focuses on addressing the "practical complexities" of the regime.

10 Jan 2019

Thinking of installing renewable energy? What you need to know about the Smart Export Guarantee

The Government is consulting on the way small generators are paid for electricity they export to the grid –what is proposed, and what does this mean?

09 Jan 2019

What is cohousing?

Continuing our series examining key community-led housing concepts, we look at cohousing as an alternative to more conventional projects.