News

In this article, I address the single-most important reason why your client’s home sale may fail and what you, as their advisor, can do about it.

Boutique private client practice boosts its Private Client Advisory team with the appointment of Julie Westra.

Knox House Trust appoints Voirrey Coole as its new Managing Director.

Residence in Monaco for non-EU/EEA Nationals – French Long Stay Visa Applications from Monaco

If you find yourself dealing with issues related to relocation or tax residency, you will want to know what you can do to protect your wealth. We look at these issues in detail, with expert comment from Matthew Braithwaite, Partner at Wedlake Bell LLP, and our Senior Client Directors Nicholas Toubkin (London, UK) and Joanne Leach (Nice, France).

I joined Crestbridge in 2019 as an Associate Director in the Family Office Services team, having spent more than 15 years working in the trust business of a major global bank, and became a Director within the Group earlier this year.

I advise individuals, family offices and professional advisors on life insurance planning strategies, with extensive experience assisting UK, US and international families.

I am in charge of the business development for Trident Trust’s fund administration services in Europe. As such, I help promote our cross-jurisdictional capability to alternative investment fund managers.

I joined Buzzacott on a three year training contract during which time I sat my ATT and Enrolled Agents (US) exams whilst also getting to grips with client based work including tax return preparation.