Saffery Trust Guernsey celebrated 19 long-service awards over the 2024/2025 financial year, highlighting the firm’s commitment to employee retention and recognition. The awards included Director Helen Green marking 40 years of service, alongside two 25-year, one 20-year, six 15-year, four 10-year, and five 5-year awards. With just over 100 employees in its Guernsey office, 63% […]
Saffery Trust is reminding clients who are residents in the UK and domiciled in another jurisdiction to engage with their advisors ahead of upcoming UK tax policy changes. The proposed policy changes were included in a series of policy papers, and are set to be announced in the Budget on 30 October 2024. Saffery Trust […]
‘The View from Dubai’ series sees Ajay Wiltshire, discuss topics, trends and perspectives on the region with leading private client practitioners and advisors. Keeping it in the Saffery Trust family for our last episode of The View from Dubai, Ajay Wiltshire, speaks to Lisa Vizia from our Guernsey office and Judith Chatoo from our Geneva […]
‘The View from Dubai’ series sees Ajay Wiltshire, discuss topics, trends and perspectives on the region with leading private client practitioners and advisors. In our fourth episode of The View from Dubai, Ajay Wiltshire speaks to Sunita Singh-Dalal from Hourani & Partners and Rima Mrad from BSA Law about the general positive energy in, and […]
‘The View from Dubai’ series sees Ajay Wiltshire, discuss topics, trends and perspectives on the region with leading private client practitioners and advisors. In our second episode, Ajay speaks to Hannah Wailoo from Withers and Gilly Kennedy Smith from Mourant on the developments taking place both onshore and offshore, the appetite they are seeing FOR this region […]
‘The View from Dubai’ series sees Ajay Wiltshire, discuss topics, trends and perspectives on the region with leading private client practitioners and advisors. In our first episode, Ajay Wiltshire speaks to Jeremy Kosky from Clifford Chance and Nicholas Holland from McDermott, Will & Emery about trust in litigation, holding advisors to account, the rights of […]
When it comes to international wealth structuring, there is often debate over whether it is appropriate to make information available to the public in respect of the ownership of such structures. It is important to highlight at the outset, that there is a significant difference between “privacy” and “secrecy” when discussing private wealth. It is […]
Two Saffery Trust professionals have been recognised for their achievements by STEP Guernsey. Associate Director, Matthew Gilligan, has been appointed as Deputy Chair of the STEP Committee, and Senior Officer, Lily Simmons, was named as the Highest Scoring Individual in Guernsey for the STEP Professional Postgraduate Diploma in Private Wealth Advice. Matthew, who also holds the […]
The UN Climate Summit held in November will likely accelerate growing interest in sustainable and responsible investing, which will put suitable asset holding structures in the spotlight, says Philip Radford, Director Following the COP27 UN Climate Summit in Egypt, the clarion call to take urgent action to tackle the climate emergency is getting louder. As […]
“Metaverse” was one of 2022’s buzzwords of the year: but what does it mean for HNW families and family offices? An unfamiliar concept to many people not so long ago, “metaverse” has been of one 2022’s standout buzzwords, including for wealthy individuals, their families and family offices. In a coming of age signal, Oxford Dictionaries […]
