DB pension transfer guide only addresses part of the problem
Time limits for processing requests welcomed but it won’t alleviate the pressure on advisers
Tax & Regulation
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Ponzi scheme ordered to repay investors
Over £15m was raised from 1,000 people who were promised ‘unrealistic returns’
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Tax concerns push high net worth Indians to look offshore
Wealth managers urged to rise to the occasion or lose clients to foreign providers
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Can IDD advisers still instruct Malta pension trustees?
Changes by the local regulator could cause significant problems for those with the ‘wrong’ licence
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Hong Kong regulator tightens client asset protection rules
Some intermediaries and authorised institutions were not complying with the code of conduct
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Fifth of US expats consider handing back their passports
Citing lack of government representation, citizenship-based taxation and Fatca
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Massive expat tax relief goes live in Italy
Overseas workers can save up to 90% on income tax
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Top UK firms to pay over 60% of compensation scheme levy
While majority of other companies will pay less than £50
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Key changes to the UK trust registration service
Biggest reform will be that any express trust, irrespective of value or tax liability, must be registered
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Is an inheritance tax overhaul on the cards?
Some rules have not been changed since 1980s but danger Brexit could be too much of a distraction
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Insurance body rolls out digital ethics guide
It aims to make sure client interests ‘remain at the heart of technological progress’
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Guardian Wealth duo fined and banned by Qatar regulator
With the firm’s chairman also censured