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Earl Fiduciary AG obtains a licence from the Swiss Financial Market Supervisory Authority (FINMA)
10 FEBRUARY 2023
We are pleased to announce that Earl Fiduciary AG has been granted with a FINMA licence to act as a professional trustee. The company will be supervised by the Oversight…
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20 Year Anniversary
18 DECEMBER 2023
Earl Fiduciary AG is proud to announce that we celebrated our 20 year anniversary on the 11th of December 2023, above the rooftops of Zurich, with views of the lake,…
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Reflections on electronic signing one year on from the outbreak of the Covid pandemic
29 AUGUST 2021
The pandemic has brought real challenges and frustrations to us all, and so much has changed in a relatively short space of time. In an effort to increase efficiencies and…
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Where are we with Protected Trust Status for United Kingdom Resident “Non-Doms”?
9 SEPTEMBER 2020
From April 2017 the tax law changed for non-UK domiciled individuals which meant that if they had been UK resident for more than 15 years (out of the previous 20)…
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South African Tax Provisions Relevant to Offshore Trusts
27 MARCH 2020
Link: South African Tax Provisions Relevant to Offshore Trusts
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A day in the life of a Compliance Officer at Earl
26 MARCH 2020
When asked what a typical day in the life of a Compliance Officer is, the retort is, “there is absolutely no typical day!” The role of a Compliance Officer is…
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UK Residents and Onward Gifting
18 NOVEMBER 2019
The legislation introduced in Finance Act 2018 means that it may no longer be possible for an individual to receive a gift without considering the UK tax legislation, especially if…
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A Day in the life of the Legal Team at Earl
23 OCTOBER 2019
A multi-faceted role Currently at Earl Fiduciary, we have a modest legal team of three. Our days are never boring! We are consulted on a daily basis by trust officers,…
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Navigating the road to success for trust beneficiaries
5 JULY 2019
While talents often certainly do run in families, whether they be in the arts, science and engineering, or entrepreneurship, each individual young person requires the right conditions for them to…
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A Short Guide To Trusts
5 MAY 2019
1. What is a Trust? A trust is a legal arrangement by which a person (the "settlor") transfers the legal ownership of specific assets to another person (or a group…
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Trust and Inheritance Tax – The Basics
4 MAY 2019
With the dust finally settling on the first Tax Return filing deadline for individuals that are regarded as ‘deemed domiciled’ for UK tax purposes, people are often asking whether Trusts…