Hong Kong HNW investors favour traditional assets in 2020
As private equity whisky fund begins capital raising in the Special Administrative Region
Quilter
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Industry body calls for ‘radical’ flat rate pension tax relief
‘We must learn the lessons of the past and not make any kneejerk changes’
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What will DIFC’s data protection changes mean for advisers?
There will be fines for serious breaches and maximum penalty limits have been increased
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Will UK wealth raid throw existing IHT plans up in the air?
‘Huge implications’ if changes made to domicile, seven-year gifting rule and taper relief
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7 advice firms hit with FCA skilled-person reviews since 2017
They had to collectively fork out over £300,000 to pay for the investigations
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FCA investigating Quilter subsidiary over DB pension transfers
UK regulator also orders firm to appoint skilled person to conduct review
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Covid-19, global mobility and taxation
Financial planners need to have a good understanding of the 2013 statutory residence test
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Ex-Sesame Bankhall MD named CEO of Quilter Financial Planning
Andy Thompson is to leave the business at the end of June
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Investors launch legal claim against two life insurance giants
After they lose life savings in ‘high risk fund mis-selling’ linked to LMIM
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Pension scams morphing into investment-like fraud
Regulatory action failing as think tank says lack of data obscuring ‘true scale of the issue’
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Is a wealth tax on the cards to fund UK covid-19 recovery?
As 72% of MPs agree taxes should increase to fund public services
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Mental health takes centre stage
Awareness week could not come at a better time as advisers struggle amid coronvirus crisis