Inheritance tax untouched by UK chancellor
But budget sees £90,000 increase in tapered annual allowance
Regions
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Hong Kong and LatAm boost inflows at Quilter International
CEO Peter Kenny announces pipeline of activity including expat product for Brits in France
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Prudential to spin out US business
As it prepares for a minority initial public offering of the American annuity firm
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UK wealth manager agrees £25m acquisition
Deal will ‘enhance’ the firm’s existing specialist pension and discretionary management operations
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Aussie regulator eyes greater advice fee disclosure
To implement recommendations of Royal Commission and enhance transparency
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Will Luxembourg’s exit tax impact capital gains?
Deferral regime no longer on the table
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Membership jumps 10% at European adviser association
Formalisation of CPD across the region, as well as Brexit uncertainty drives increase
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Fintech firm acquires Swiss AI solutions provider
Deal will expand presence in the global wealth management and insurance market
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Investment firm director banned for 11 years after £4m gift
Business received at least £3.3m worth of loans and funds from retail investors
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60% of wealthy Asia clients snub succession planning
Three-in-10 see ‘no perceived need’ to put a strategy in place
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PEOPLE MOVES: Axa, Canada Life, Columbia Threadneedle
Insurer names managing director of retail and health, while life company hires sales director
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London mansion frozen by unexplained wealth order
It is owned by two offshore companies and occupied by the grandson of Kazakhstan’s former president