The first 90 days after you form an offshore trust determine whether the structure becomes a real shield or just a stack of papers.

Unit trusts are expected to remain at the heart of personal investing going into 2026 based on the well-established blueprint set by fund managers. Before the Covid 2020 pandemic, the phrases unit ...

LONDON, Dec. 23, 2025 /PRNewswire/ -- Vince Trust has introduced a digital asset management platform structured around the investment principles of Harry Browne's Permanent Portfolio. The platform ...

American Assets Trust is paying out a 7% dividend yield, but FAD coverage was tight during the third quarter at 98.7%. The REIT trades at 9.8x the midpoint of its 2025 FFO guidance, with office ...

The Internal Revenue Service has provided a safe harbor for certain kinds of trusts enabling them to stake their digital assets without jeopardizing their tax status as investment trusts and grantor ...

Northern Trust Asset Management (Nasdaq: NTRS), visits the Nasdaq MarketSite in Times Square to celebrate the launch of Northern Trust Tax-Exempt Bond ETFs. In honor of the occasion, Dave Abner, Head ...

Economic downturns put client assets at risk as market declines, business stress, and job losses can reduce portfolio values. During these times, advisors need to come up with practical steps to help ...

SAN DIEGO (AP) — SAN DIEGO (AP) — American Assets Trust Inc. (AAT) on Tuesday reported a key measure of profitability in its third quarter. The real estate investment trust, based in San Diego, said ...

The Spousal Limited Access Trust (SLAT) is mostly used to transfer assets out of the donor’s taxable estate yet provide “limited” access to the donor’s spouse and other beneficiaries. Not just for the ...

Families are being charged up to £5,000 for misleading asset protection schemes that don’t deliver and offer false promises of shielding them from care home fees and inheritance tax. In what experts ...

The REIT (XLRE) sector is expected to see tailwinds from lower base rates in the coming months. As a result, these should provide relief, as REITs typically borrow debt to grow. With the Fed lowering ...