Welcome to the third 2024 edition of our Matter of Trust publication - on topics and news from the Mishcon Private department on a range of subjects relevant to fiduciaries.
This edition includes details of our Non-Dom hub with updates on how the upcoming tax changes will impact on UK based individuals. We also discuss a number of topics such as the developing case law in relation to the role of a Protector, a decision in relation to the construction of a trust deed, the doctrine of Donatio Mortis Causa, challenges for Executors in family shareholder disputes and clarification on identifying matrimonial assets.
You will also find details of two upcoming events, our Tax and Wealth Planning party and a Family Office networking event.
We hope that you enjoy this edition and welcome your feedback. If there is anything in this newsletter that you wish to discuss further, please don't hesitate to contact a member of the Private Wealth Disputes or the Tax and Wealth Planning teams.