Hubbard Investigation’s Post

It's the start of another week, and we're counting down the days to our May events - the start of our summer series. Are you excited? We sure are. #PrivateClientNetwork #UKNetworking #PrivateClient #PrivateClientMembership #InvestmentManagement #Wills #Trusts #Probate #TaxAdvice

Don't rely on luck this St. Patrick's Day. Be proactive and trust in our skilled investigators to reveal the reality of any dubious claims. Our tactical and affordable methods ensure you gain accurate insights, safeguarding your client's bottom line. Trust Contego to secure your interests this St. Patrick's Day #ContegoInvestigativeServices #StPatricksDaySurveillance #FraudPrevention #InvestigativeExcellence #StrategicSurveillance

When it comes to protecting your assets with a trust, you’ve got options. 💼 Jeffrey M. Verdon of Falcon, Rappaport & Berkman explains that third-party, irrevocable trusts—where assets are designated for a person’s offspring or grandchildren—are widely recognized across all states in America, making them a straightforward option. However, Jeffrey cautions that they may not be suitable for everyone. ⛔ What are the other ways you can protect your assets from potential creditors or legal claims? Watch our latest edition of Vision & Voices to find out. 🎥 Catch the full episode here: https://ow.ly/oYn750TgZrZ #EstatePlanning #FamilyOffice #Trusts

Cheers to the weekend! 🥂 As you unwind, why not take a moment to register for our upcoming events? Connect and network with us. Happy Friday, everyone! #PrivateClientNetwork #UKNetworking #PrivateClient #PrivateClientMembership #InvestmentManagement #Wills #Trusts #Probate #TaxAdvice

As we work our way through the 2024 AGM season, I'm sure we will hear more about the role of proxy advisers in determining voting outcomes. Firms such as ISS and Glass Lewis clearly have a role to play in supporting investors with their stewardship responsibilities, but the concern I hear more often than not is that the recommendations made are on a "comply or else" basis, rather than a "comply or explain" one. With the FRC fully endorsing the "comply or explain" approach to the new UK Corporate Governance Code, and looking for companies to provide an appropriate narrative should they decide to adopt a different, but more suitable approach for them, the question remains - will the proxy advisers support any deviation from the Code?

What happens if an employee leaves with your confidential information or client lists? In our December Ascensus event Giles Parsons and Hayley Smith covered what you can do to protect your IP rights and prevent further harm - a short summary is below.

It's July! 🌞 We want to thank everyone again for joining us last month, and we look forward to seeing more of you at our remaining summer events this month. Don't miss out on the opportunity to connect and grow your network. Save the dates and register now: https://buff.ly/3ESZo9t #PrivateClientNetwork #UKNetworking #PrivateClient #PrivateClientMembership #InvestmentManagement #Wills #Trusts #Probate #TaxAdvice

🚨 Don't let your M&A dreams turn into nightmares! Learn how to sidestep common pitfalls with our latest carousel post. From cultural clashes to regulatory hurdles, we've got you covered. Look In Detail: https://lnkd.in/dW4vjHVy #MergersAndAcquisitions #BusinessStrategy #AvoidPitfalls #CorporateCulture #RegulatoryCompliance #IntegrationSuccess Henry Baskerville Julie Herzog Jennifer Tierney

Do you use a family trust? In our latest instalment of Three Minutes with Mark, Dr Mark Pizzacalla cautions about trust distribution, asset protection, and addressing family members who want their fair share. Keep an eye out for more invaluable wrap-ups from Dr Mark Pizzacalla, who aims to demystify the complexities of tax and business, one topic at a time. #discretionarytrust #assetprotection #BDOconnect #threeminuteswithmark

Here’s the list of our upcoming events! 📅 We're so excited to meet all of you. And to all who registered for our event tomorrow, get ready for a hearty breakfast and plenty of new connections. See you there! 👋 Check out our events here: https://buff.ly/3QSVC6l? #PrivateClientNetwork #UKNetworking #PrivateClient #PrivateClientMembership #InvestmentManagement #Wills #Trusts #Probate #TaxAdvice