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
Supreme Court judgment in Hopcraft appeals: Defining the legal boundaries of broker-lender relationships in motor finance
On 1 August 2025, the Supreme Court handed down its judgment in three conjoined appeals concerning the payment of commission by finance lenders to motor dealers in connection with the provision of finance for the hire purchase of cars, where that commission is either not disclosed, or only partly disclosed, to the hirers of the cars.
Publication
Essential Corporate News – Weeks ending 25 July and 1 August 2025
.On 25 July 2025 the FCA published Primary Market Bulletin 57 (PMB 57) in which it finalises certain changes to the Knowledge Base, consults on further amendments, and highlights upcoming changes to the National Storage Mechanism and certain UK MAR notification forms.
Publication
Algorithmic Trading in Commodity Derivatives: Overview of UK and EU Regimes
Algorithmic trading has been used in the financial markets for years and is highly regulated. The regulatory framework governing algorithmic trading was established by 2014 amendments to Markets in Financial Instruments Directive and has been applicable since 2018, both in the United Kingdom and in the European Union.
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