How to negotiate complex tax issues for US expats
Brussels-based Brian Dunhill gives important insights into how he provides the most effective advice to his US expat clients.
Brussels-based Brian Dunhill gives important insights into how he provides the most effective advice to his US expat clients.
After ceasing all regulated activity in the UK earlier this year, Holborn Assets has been given the greenlight from the Financial Conduct Authority to resume operations and advise on defined benefit (DB) pension transfers.
Wealth managers need to consider client experience first if they are to prosper when the industry inevitably pivots away from its current focus on tax and regulatory changes, according to the keynote speaker at the International Adviser’s Future Advisory Forum Europe.
After a drop off in sentiment in the previous three months, asset and wealth managers in the UK are more optimistic about their overall business situation, according to the latest CBI/PwC Financial Services Survey.
Some of the UK’s largest advice firms and networks representing around 2,000 businesses have joined forces with software specialist Intelliflo to form a group aimed at addressing a “significant lack of understanding” of EU data rules.
A fifth of business leaders have admitted their employees are not even aware of the sweeping changes that will come into force under Mifid II, a survey has revealed.
Seven Investment Management (7IM) looks set to receive regulatory approval for an office in Jersey as part of a planned expansion into the offshore market.
An investigation into alleged tax evasion by about 2,000 UBS Group clients saw German prosecutors conduct a series of raids on Tuesday and Wednesday.
From the Isle of Man Financial Services Authority’s planned commission disclosure requirement to the Middle East Insurance Authority’s move to tighten capital requirements for licenced brokers, there is plenty of significant change happening on the regulatory front.
Solicitors providing tax planning services face greater scrutiny from HM Revenue & Customs and the Solicitors Regulation Authority (SRA), as the UK Government clamps down on aggressive avoidance schemes.
A road plan for adviser remuneration is set out by Phil Billingham in the first of a new series looking at how to thrive amid ongoing regulatory change, including reactions from three IFAs across the globe.
Calls for a review of the complex and lengthy disclosure documents clients receive at the point of sale (POS) have been rejected by the Financial Conduct Authority despite the regulator admitting that customers can get confused.