Hong Kongers to buy insurance without meeting intermediary
To avoid unnecessary contact and reduce risk of spreading the coronavirus
Regions
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Professional body unveils career path for advisers
Partnership with qualification provider will help students enter sector outside higher education route
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US banking group pays $3bn to settle fake accounts case
This includes a $500m ‘fair fund’ for the benefit of investors ‘harmed’ by its conduct
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HMRC creates secret unit to go after wealthy families
As it cracks down on inheritance tax avoidance through the creation of private companies
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JP Morgan to roll out digital service in UK
Through a series of savings and loan products under its Chase brand
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Life insurance giant expands adviser healthcare service
While Frenkel Topping unveils joint venture to provide investment products for personal injury market
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Pensions shake-up vital to halt social care ‘collapse’ by 2029
‘Auto-enrolment schemes create an illusion’ that people are saving enough for retirement
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Is it better to use multiple gift and loan trusts?
Rysaffe principle can open the door to big inheritance tax planning benefits
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Isle of Man to extend national insurance ‘holiday’
For the next 14 months, those who relocate to the island will save around £4,000
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US in the news: Morgan Stanley in $13bn acquisition deal
A round-up of the latest people moves and M&A deals in North America
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US and EU meet to discuss impact of Fatca
Following a letter from the bloc about concerns over how the legislation affects Europeans
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UK financial adviser banned for life
After he was convicted of stealing £2.1m in client funds