There follows a list of CM Notes currently available from this website and/or from us by post upon your request.

• Planning your Wealth – Ownership Strategy
• Managing Your Wealth: Use of Trusts and Holding Companies
• Private Office Managing Your Wealth
• An Introduction to Trusts for Private Clients
• Thinking of a Trust
• Trust Glossary
• Basic Features of PHCs: Shareholding Structure of a PHC and Efficient Succession
• Isle of Man - A Basic Fact File
• A Simple Introduction to Isle of Man Private Foundations (Excluding Registered Charities)
• Public Charities in the Isle of Man
• The Manx Private Charitable Foundation
• Isle of Man Partnership Law
• Swiss Foundations
• UK Limited Liability Partnerships
• Sharia Compliant Structures and Investments