Intergenerational wealth transfer: Why are Financial Advisers worried?
Financial Advisers dealing with intergenerational wealth transfers may come across obstacles and risks, especially as wealth continues to rise and the population ages. Kings Court Trust’s latest partner blog discusses recent research on Financial Advisers and their thoughts on intergenerational wealth transfer, including: The main factors that can be attributed to wealth transfer What Advisers […]
Federal Transfer Certificates: What you need to know
In the USA, a Federal Transfer Certificate is required to deal with assets that were owned by non-US citizens/residents and worth over $60,000 at the date of death. This includes selling or transferring shareholdings and closing bank accounts. In their informative blog, Title Research answers frequently asked questions about the process of obtaining a Federal […]