UK Conservatives ‘light’ on tax proposals
With an ‘odd decision to dodge inheritance tax’ completely
Author: Cristian Angeloni
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The slowly developing Italian IFA space
The country is not used to the concept of financial planning yet
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RL360 CEO talks international life sector regulatory challenges
With changes and implementation high on the list
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South African regulator scrutinises Old Mutual payout delay
As family forced to bring body of deceased loved one to branch for funeral claim payment
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Brooks Macdonald buys Scottish wealth manager for £39m
It intends to raise approximately £30m via an equity placing
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Friends Provident International marketing manager dies
Tim Hughes passed away on Sunday 17 November 2019
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UK Labour Party vows radical pension and tax overhaul
As it promises significant changes to retirement age, IHT, CGT and income regimes
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Zurich Middle East CEO talks commission cap in UAE
As the advice sector in the region needs to brace for disruption
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Blacktower opens ‘fully regulated’ Cayman business
To offer financial planning services on the island
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Celebrities win £263m case against HMRC over investment scheme
Footballer Wayne Rooney and comedian Jimmy Carr among 675 investors
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Gender diversity ‘remarkably unchanged’ since 2005
As UK watchdog finds women make up just around 17% of regulated professionals
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Tapping into a market ‘in its infancy’
Italy hosts several HNWs and UHNWs, but locals tend to stay loyal to their financial institutions