What advisers should look for in a platform
The rapid development of the offshore platform space means that advisers can sometimes be spoiled for choice. But what should they be looking for?
Best Practice
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Athletes and chefs taking up financial advice as second career
People with no significant financial services experience are being encouraged to look to the pensions and investment advice sector for a second career by a financial services network.
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Tax investigators could get greater search warrant powers
The UK’s Serious Fraud Office and HM Revenue & Customs could be given the right to apply for a search warrant independently of the police under modernisation plans.
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IFAs busier than ever due to UK pension freedoms
UK advisers are spending more time and resources dealing with retirement advice since the launch of pension freedoms, according to the latest research from AKG.
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US expats granted tax reprieve
American expats caught in a “ridiculous” tax aimed at US corporates have been granted a one-year reprieve.
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UK sets out overseas compensation framework
Britain’s Crown Prosecution Service (CPS), National Crime Agency (NCA) and Serious Fraud Office (SFO) have agreed a framework to speed up compensation claims from overseas victims of economic crime.
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Getting to grips with UK resident non-dom tax rules
Now the dust has settled on resident non-domiciled rules introduced in November last year, advisers and their clients have clarity on how they can plan confidently for the future.
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FCA warns firms of robo-advice failings
Firms offering robo-advice have been accused by the UK’s Financial Conduct Authority (FCA) of using unclear charging structures and failing to protect vulnerable clients.
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Six steps to fend off ‘failure to prevent’ tax evasion charges
A law firm outlines how financial advice firms can protect themselves from the criminal offence of failing to prevent tax evasion.
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How to segment your client base to grow your business
Business expert, Karen Blatchford, explains how you can develop your business in times of increasing client demands.
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Swiss to exchange information with HK and Singapore in 2019
Switzerland will start automatically exchanging financial account information with Singapore and Hong Kong from Autumn 2019 and with other financial centres from 2020.
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Requirement to correct rules not just for the super-rich
Middle income expats are in the firing line as the UK crackdown on offshore tax evasion and non-compliance continues to intensify, according to private client accountants Saffery Champness.