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UK asset management to see post-Brexit flight of EU nationals

UK asset management to see post-Brexit flight...

The UK investment management industry is likely to lose many of its European professionals following Brexit, according to a new survey by the CFA Society.

Published : 18, Oct 2017
More IFAs on the hunt for acquisitions than selling up

More IFAs on the hunt for acquisitions than selling...

IFA consolidation could be reaching a tipping point with more buyers than sellers of financial advisory businesses, according to M&A experts.

Published : 17, Oct 2017
FCA warns more products needed for ageing population

FCA warns more products needed for ageing population...

The UK Financial Conduct Authority has warned that as more people reach retirement, more needs to be done to provide financial products and services for the elderly.

Published : 17, Oct 2017
Premier League striker first in a raft of 'image rights' tax investigations

Premier League striker first in a raft of 'image...

In its latest clash with sports stars over their tax affairs, HM Revenue & Customs has taken a little-known Hull player to task over his image rights.

Published : 16, Oct 2017
UK budget plan for 'intergenerational fairness' no quick fix

UK budget plan for 'intergenerational fairness'...

UK chancellor Philip Hammond’s plan to raid older workers pension relief and give young people tax breaks as part of an ‘intergenerational fairness’ agenda won’t be simple or quick to implement.

Published : 16, Oct 2017
Tax avoidance plan promoter gets done for not telling HMRC

Tax avoidance plan promoter gets done for not...

A tax avoidance scheme promoter has been found guilty of not telling HM Revenue & Customs (HMRC) about it.

Published : 16, Oct 2017
Probate disputes to rise over ‘digital messages’

Probate disputes to rise over ‘digital messages’...

An unsent text accepted as a man’s dying wish in Australia could signal more disputes in the UK, after a Law Commission will consultation concludes in November.

Published : 13, Oct 2017
Foiled UK tax-help scam tally hits million milestone

Foiled UK tax-help scam tally hits million milestone...

A million costly tax-help scams have been blocked or diverted by HM Revenue & Customs (HMRC), the authority has claimed.

Published : 13, Oct 2017
Expats in the firing-line on 'revived dementia tax'

Expats in the firing-line on 'revived dementia...

A "scaremongering" comment from a UK government minister to raid property to pay for long term care could have knock-on implications for expats post-Brexit.

Published : 12, Oct 2017
Guernsey wealth manager swoops on $1.7bn in US assets

Guernsey wealth manager swoops on $1.7bn in US...

Guernsey-based European Wealth, an integrated wealth management group, is to acquire a US broker network with US$1.7bn (€1.44bn,£1.29bn) assets under management and re-brand itself.

Published : 11, Oct 2017
Industry vexed by ‘scrapping’ of long term care cap

Industry vexed by ‘scrapping’ of long term care...

Expats expecting to return for a comfortable retirement in the UK may need to start working overtime or recalibrate their financial calculations in light of reports that Theresa May has shelved plans to cap long-term care costs.

Published : 10, Oct 2017
Premier League adviser to face rape charge trial

Premier League adviser to face rape charge trial...

A celebrity adviser to Premier League footballers and pop and TV stars is to go on trial accused of rape.

Published : 10, Oct 2017
Jupiter Merlin chops Woodford exposure

Jupiter Merlin chops Woodford exposure

Jupiter’s multi-manager range has drastically shaved down its exposure to Neil Woodford’s flagship equity income fund and has added three new funds to its holdings, Portfolio Adviser has learned.

Published : 10, Oct 2017
Rogue Sipp adviser lands Sesame with fine over Cape Verde fund

Rogue Sipp adviser lands Sesame with fine over...

UK network Sesame has been ordered to compensate a pensioner after one of its advisers invested his Sipp into an unregulated Cape Verde fund and hid the commission.

Published : 9, Oct 2017
RBC Wealth axes 3% of jobs in Channel Islands and UK

RBC Wealth axes 3% of jobs in Channel Islands...

RBC Wealth Management is making redundant around 3% of its 1,200-strong staff from offices based in Jersey, Guernsey, London and Edinburgh.

Published : 9, Oct 2017
Isle of Man fights back against fraud

Isle of Man fights back against fraud

Legislation aimed at modernising measures to combat fraud will come into force on the Isle of Man from 1 November 2017.

Published : 6, Oct 2017
Fraudsters target Invesco clients

Fraudsters target Invesco clients

Invesco Perpetual has issued a stark warning online after discovering its clients are being targeted by "sophisticated" fraudsters in telephone calls and emails.

Published : 4, Oct 2017
Progeny acquires complex client advice specialist

Progeny acquires complex client advice specialist...

Wealth manager and legal adviser Progeny Group has acquired Chestergate Financial Planning.

Published : 4, Oct 2017
Analysis: The big opportunity overlooked by IFAs

Analysis: The big opportunity overlooked by IFAs...

The pension investing habit is spreading in the UK, but there remains one significant blot on the landscape – a dramatic slump in the numbers of self-employed paying in to a plan.

Published : 3, Oct 2017
Guardian Wealth enters US market

Guardian Wealth enters US market

Guardian Wealth Management has launched its first office in the United States, based in Miami, as part of its global expansion programme.

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Four types of tax evaders targeted in HMRC campaign
Four types of tax evaders...

Tax investigators are ramping up the pressure on tax...

Expat pensions at risk admits UK chancellor
Expat pensions at risk...

UK chancellor Philip Hammond has admitted the government...

FCA bans adviser spouses for 'calculated' deception
FCA bans adviser spouses...

The Financial Conduct Authority (FCA) has barred John...

'Outdated' EU directive will swamp advisers warns expert
'Outdated' EU directive...

International financial adviser Mazars has warned the...

Benchmark sets ‘comfortable’ UK retirement goal
Benchmark sets ‘comfortable’...

A series of national income targets could be used to...

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