Private wealth, trusts and estates
Canada | Publication | June 2023
Welcome to our private wealth, trusts and estates publication series, where you will find a range of articles that address some of the most common issues and questions that arise for clients in the context of estate planning, estate and trust administration, charities law and related areas. Our articles cover numerous issues pertaining to will planning, the use of trusts, succession and governance of privately held companies, probate fee planning, powers of attorney for property, health care representation agreements, private foundations, and marriage and cohabitation agreements.
Our team prides itself on being the trusted advisors that clients and other professionals turn to when the goals are important, the issues are complex, and the relationships matter. We offer the highest level of experience and service, delivered in the most efficient and effective way possible.
Recent publications
Publication
Incentivising Long Duration Electricity Storage – Ofgem’s call for input
Following the Department for Energy Security and Net Zero’s (DESNZ) October 2024 announcement on a proposed cap and floor regime for Long Duration Electricity Storage (LDES), Ofgem published its ‘call for input’ on Role, Plan, and response to the DESNZ on 18 December 2024 (Call for Input).
Publication
Chancellor postpones second phase of Pensions Review “indefinitely”
One of Labour’s election manifesto pledges was a detailed Pensions Investment Review, the second phase of which appears to have been postponed “indefinitely”. The interim report of the first phase of the review was published on November 14, 2024.
Publication
Pensions Ombudsman publishes Operating Model Review document
On December 18, 2024, the Pensions Ombudsman published an update on progress over the last year, together with an update on the Operating Model Review. Our January briefing will examine in detail, the Ombudsman’s streamlined decision-making process.
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