Five ways international pension transfers are changing
Pension transfers are “good business for good advisers”, according to Old Mutual Wealth, which has produced a five step best practice guide for international advisers.
Author: Will Grahame-Clarke
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China top but Australia a big draw for wealth migration
Australia will be a big beneficiary of global wealth migration according to a survey which ranks global private wealth centres.
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Advance payments a ‘worrying erosion’ of taxpayer rights
Plans to give the UK tax man powers to demand advance payment if the revenue has “reason to believe” an offshore scheme is avoiding tax should be scrapped, according to a top tax lawyer.
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STM skilled person report delayed until end of May
A report that could exonerate STM Group subsidiaries of suspected compliance failings has been delayed until the end of the month.
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Abandoned Saunderson House sale to hit client pipeline
The owner of IFA firm Saunderson House has predicted that its brief spell on the market will hit future client acquisition.
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Zurich partners with Mercer in Middle East
Zurich is to launch a workplace savings scheme in a deal with investment consultants Mercer.
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PEOPLE MOVES: AMP, Hermes. BMO
BMO appoints intermediary sales head for Austria/Germany, Hermes boosts its fixed income team and embattled AMP board members step down in “renewal”.
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Paradise Papers law firm settles case against BBC and Guardian
Offshore law firm Appleby has dropped its legal claim against the journalists who published news stories based on documents taken from its Bermuda office.
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PEOPLE MOVES: Woodbrook Group, Investec, Barings
Woodbrook appoints a former deVere senior partner, Appleby appoints across offshore jurisdictions and Investec boosts its multi-asset team.
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Calling all advisers who battle IHT complexity
Advisers battling the complexity of the UK’s inheritance tax are being asked to contact the government’s Office for Tax Simplification.
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No need to panic in Malta
While some confusion in the industry exists, Malta’s incoming pension regulations are common sense and there is no need to panic, industry sources have said.
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Law firm adds insurance and private wealth service
Law firm Ogier has launched an insurance and private wealth service in Luxembourg.