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Pershing: ‘How to succeed with Generation Why – younger HNW clients’

By: Helen Burggraf | 26 Jun 2017

Financial advisers who wish to attract and retain today’s younger HNW investors need to adjust not only their marketing strategies, but also their business models, according to…

European Commission unveils tax avoidance crackdown proposal

By: Helen Burggraf | 22 Jun 2017

Tax advisers, accountants, banks and lawyers that facilitate offshore tax avoidance schemes are the targets of a package of new rules proposed on Wednesday by the European…

Asia cities dominate, Oz cities move up latest Mercer cost ranking

By: Helen Burggraf | 22 Jun 2017

Asian cities account for half of the ten most expensive cities in the world for expats, according to Mercer’s latest cost of living survey, while four of…

UK’s FCA launches travel insurance consultation

By: Helen Burggraf | 20 Jun 2017

The UK’s Financial Conduct Authority today unveiled a public consultation aimed at finding out whether changes are needed to make it easier for people with cancer to…

Aberdeen board approves Standard Life merger amid Scottish Widows rumours

By: Gary Robinson | 20 Jun 2017

Aberdeen Asset Management’s shareholders have approved the proposed merger with Standard Life plc amid reports of a possible additional Scottish Widows deal. Announced via a London Stock Exchange statement, the…

US ‘intensifying’ tax evader hunt by data mining: FT

By: Helen Burggraf | 19 Jun 2017

The US tax authorities “are intensifying their efforts to find tax evaders and the bankers who assist them” through the use of data collected from the Panama…

Filippo Noseda joins Mishcon de Reya’s tax planning team

By: Helen Burggraf | 16 Jun 2017

Filippo Noseda is joining Mishcon de Reya, the well-known London-based law firm, as a partner in its Private department, effective on Monday. The position is a newly-created one,…

Australia ROPS schemes approach 50% of HMRC list total

By: Helen Burggraf | 16 Jun 2017

For the second time since HM Revenue & Customs suspended its closely-watched online list of ROP schemes on 2 June – ahead of major revisions brought about…

Advisers say global demand for DB pension transfers is ‘fuelled by fear’

By: Gary Robinson | 15 Jun 2017

A survey of international financial advisers has highlighted that demand for defined benefit pension transfers is expected to increase by a third on average, due to fears…

Democrats Abroad staging ‘tax storm’ today as returns fall due

By: Helen Burggraf | 15 Jun 2017

Today, the 15 of June, is the day by when all American expatriates are expected to have their US tax returns in – and for this reason,…

Wealthy ‘turn their backs on offshore tax havens’: FT

By: Helen Burggraf | 15 Jun 2017

UK wealth managers “are quietly scaling back access to offshore accounts for their clients”, as the global crackdown on tax havens, of which the OECD’s Common Reporting…

CISI announces partnership with Baltic IFA group

By: Helen Burggraf | 13 Jun 2017

The Chartered Institute for Securities & Investment (CISI) has announced a partnership with the Baltic Financial Advisors Association (BFAA) that it says will be a “good for consumers…

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