Advisor to Client

Beware legal and tax traps when gifting

You can gift during your lifetime or bequeath on death. Here's how to transfer wealth properly while alive

By Elaine Blades |November 20, 2015

4 min read

Punjabi most popular unofficial language in House of Commons

If you speak Punjabi, you're in good company.

By Staff |November 12, 2015

1 min read

What happens when both heir and testator die?

It didn’t take long for two estate battles to erupt in this sample case

By Dean DiSpalatro |November 6, 2015

6 min read

Presentation: Myths about hedge funds

To make it easier for you to prepare meeting materials, we’ve developed these slides on how to educate clients about the myths of hedge funds. The presentation is in a Word file to make it simpler to customize content to meet your clients’ information needs. Enjoy, and we hope this offering helps enhance your client […]

November 2, 2015

2 min read