Written by Jessica Cutrera and Jelmer Kattevilder I 26 August 2026 I 8 minutes read Many successful investors, business owners, and corporate executives accumulate significant wealth through a single stock. Whether the position originated from equity compensation, an inheritance, founder shares, or years of strong investment performance, a concentrated [1] holding often has large, embedded […]
Written by Jessica Cutrera and Jelmer Kattevilder I 21 August 2026 I 11 minutes read Investors living in jurisdictions with capital gain taxes, who own a large position in a single stock often face a difficult trade-off. Selling is desired to reduce concentration risk [1], but it may also trigger significant capital gains taxes. Direct […]
Summary: A divorce settlement may divide assets, but it does not automatically create a new financial plan. After divorce, clients often need to update investments, estate planning documents, insurance policies, tax planning, account structures and beneficiary designations to reflect their new circumstances. The financial work does not end when a divorce settlement is signed. After […]
Summary: Divorce is not only a legal process. It is also a major financial transition that can affect housing, investments, retirement, taxes, estate planning, and long-term security. A financial adviser can help clients understand what different settlement options may mean in practice, so decisions are informed by both legal guidance and practical financial analysis. Divorce […]
Divorce is one of life’s most disruptive transitions—emotionally, legally, and financially. While most people focus on dividing assets and finalising settlement agreements, one critical area is often overlooked: beneficiary designations. Failing to review and update beneficiaries after a divorce can unintentionally leave retirement accounts, life insurance proceeds, and bank assets to an ex-spouse – sometimes […]
What is Inheritance Tax? Inheritance Tax (IHT) is a tax levied on the estate of a deceased person. This includes all property, money, and possessions they owned at the time of death. The amount of tax due depends on the total value of the estate and any exemptions or reliefs available. The standard IHT threshold, […]
Mediation can be an effective solution for dispute resolution and a quicker, lower-cost solution versus formal legal proceedings. Often used in divorce proceedings and commercial disputes, it can be a powerful tool to help you and your counterparty agree on a path forward. Here are a few tips to help you prepare for mediation. As […]
Optimize your finances abroad! Learn about U.S. tax obligations, investment tips, retirement planning, and estate concerns for American expatriates in this guide.
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