Editorial standards & disclosures

Useful first.
Careful always.

The principles that govern how we frame, source, publish and correct our work.

Editorial independence

We aim to identify the important question clearly, distinguish fact from interpretation, and cite authoritative sources where material. Jurisdiction and date are stated when they change the answer.

Conflicts and commercial relationships

Editorial conclusions are not determined by any commercial arrangement. Any relevant material conflict will be disclosed. A private commercial conversation is separate from the publication and must be appropriate to the relevant jurisdiction and compliance process.

General information, not advice

All material is general information only and does not constitute legal, tax, financial, investment, insurance or other professional advice. Do not act without obtaining advice based on your circumstances.

Sources, dates and jurisdictions

We prefer primary sources, identify the jurisdiction in scope and note when an article was published or substantively reviewed. Readers should verify that any cited law, guidance, threshold or treaty treatment remains current before acting.

Corrections and updates

Send a substantiated correction request to enquiries@thelegacybriefs.com. Substantive corrections will be noted on the relevant article.

Charts and illustrative material

Charts identify their source and indicate when data is illustrative. Simplified examples explain an issue and should not be read as a complete analysis of any person’s circumstances.