Post by Summit Group

Since 2024, Deputy CEO of our Swiss business, Summit Trust International SA, Joanne Morse, has been contributing her extensive expertise to Bloomsbury’s publication: Planning and Administration of Offshore and Onshore Trusts. This highly regarded publication offers practical, comprehensive guidance on establishing trusts, as well as managing and administering them throughout their life cycle. It not only explores the legislative requirements across multiple jurisdictions but also provides valuable insight into the comparative advantages and challenges of each, covering legal, financial and tax considerations. Joanne’s involvement reflects her deep technical knowledge and ongoing commitment to excellence in the trusts and fiduciary sector whilst bringing real-world, practitioner insight to an authoritative industry resource. Planning and Administration of Offshore and Onshore Trusts is available online with the latest edition due for release next month. Stay up to date with expert insights from a trustee’s perspective via Bloomsbury Professional Tax Service. Find out more here: https://lnkd.in/eNAPXEdD    #Trusts #FiduciaryServices #WealthManagement #ThoughtLeadership #BloomsburyProfessionalTax #Leadership #SummitGroup