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Education: STEP Guidance Notes on CRS and Trusts

Click to access Guidance_note_CRS_and_trusts.pdf Click to access journal-of-int-tax-trust-and-corporate-planning-nancy-chien-november-2017.pdf See also: www.mourant.com/news-and-views/updates/updates-2022/crs—requests-for-information-and-breach-notices-issued-by-email.aspx 0
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Education, Tax Information Exchange Agreement, Transparency, Trusts

BVI: VISTA Trusts – An Overview

Click to access harneys-vista-trusts—an-overview—legal-guide.pdf Click to access guide-to-vista-trusts-in-the-british-virgin-islands-(january-2015).pdf Click to access 2017_01_BVI_BVI_VISTA_Trusts.pdf www.mourant.com/news-and-views/guides/guides-2022/bvi-vista-trusts.aspx www.mourant.com/news-and-views/guides/bvi–vista-trusts.aspx 0
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British Virgin Islands, Trusts

Cayman Islands: Guide to STAR Trusts

bit.ly/3eBYW2z www.ogier.com/publications/star-trusts www.ogier.com/publications/cayman-a-jurisdiction-of-choice-for-canadian-hnwis www.ogier.com/publications/structuring-from-the-foundations-to-the-stars-cayman-foundation-companies-and-star-trusts www.loebsmith.com/legal/star-trusts-and-foundation-companies-developing-uses-in-the-digital-asset-space/295/ www.careyolsen.com/articles/reforming-cayman-islands-star-trust-lesson-obsolesence www.mourant.com/news-and-views/guides/guides-2022/cayman-islands-star-trusts.aspx www.ogier.com/news-and-insights/insights/the-role-of-enforcer-cayman-islands-star-trusts/ A guide to Cayman Islands STAR Trusts | Carey Olsen www.mourant.com/news-and-views/guides/cayman-islands–star-trusts.aspx 0
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Cayman Islands, Trusts

Education: Private Trust Companies

Click to access bvi-trusts-private-trust-companies.pdf www.bedellcristin.com/insights/briefings/private-trust-companies/ Click to access 10.09.18_Jersey-Private-Trust-Companies.pdf www.careyolsen.com/articles/update-bermuda-private-trust-companies www.careyolsen.com/briefings/bermuda-private-trust-company-guide www.mourant.com/news-and-views/updates/updates-2021/mourant-vlog-series—private-trust-companies—who-should-own-them-.aspx#page=1 www.kendris.com/en/news-insights/2022/02/23/the-private-trust-company-or-ptc-explained/ www.careyolsen.com/briefings/bermuda-private-trust-company-guide www.mourant.com/news-and-views/guides/guides-2022/bvi-private-trust-companies.aspx www.mourant.com/news-and-views/guides/guides-2022/cayman-islands-private-trust-companies.aspx katten.com/ptc-me-asap-estate-planning-with-private-trust-companies Generations Spring/Summer 2023 – A Perfect Pairing: High Net Worth Families and Private Trust Companies | Day Pitney Family Wealth Management with Bermuda Trusts – Conyers See also: goo.gl/WfZPsS www.mourant.com/news-and-views/updates/updates-2021/mourant-vlog-series—who-should-be-on-the-board-.aspx#page=1 0
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British Virgin Islands, Education, Jersey, Private Trust Company, Trusts Nigeria, Tax, Trusts Structuring, Tax, Trusts, US

New Zealand: New Foreign Trust Disclosure Rules

taxpolicy.ird.govt.nz/news/2017-02-15-business-tax-bill-passes#statement www.treasury.govt.nz/publications/reviews-consultation/foreign-trust-disclosure-rules www.legislation.govt.nz/bill/government/2016/0149/latest/DLM6912415.html www.withersworldwide.com/news-publications/new-zealand-to-enact-tighter-foreign-trust-disclosure-rules bit.ly/2o95LR9 taxpolicy.ird.govt.nz/publications/2017-sr-foreign-trusts/overview 0
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New Zealand, Transparency, Trusts