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How to make the most of unused inheritance tax allowance

How to make the most of unused inheritance tax...Lock icon

The UK tax office has recently updated its rules for transferring any unused portion of basic and additional IHT thresholds when the first person in a marriage or civil partnership dies.

Malaysia joins fintech race

Malaysia joins fintech race

A fintech accelerator programme, Super Charger, has teamed up with Standard Chartered Bank and Allianz to help foster and develop Malaysia's fintech market.

Published : 14, Aug 2017
Paying staff in gold 'abnormal and contrived' - UK tax panel

Paying staff in gold 'abnormal and contrived'...Lock icon

Employee incentive arrangements where workers are paid using gold bullion are “abnormal” and not a “reasonable course of action”, according to an independent panel set up to advise the UK government on disputes over potentially abusive tax arrangements.

Abu Dhabi inks two partnerships with Malaysian regulators

Abu Dhabi inks two partnerships with Malaysian...

The financial regulator of the Abu Dhabi Global Market (ADGM) has signed partnership agreements with its two financial services counterparts based in Malaysia's financial hub, Labuan.

Published : 28, Jul 2017
HMRC tax clampdown brings £29bn boost to UK government coffers

HMRC tax clampdown brings £29bn boost to UK government...

HM Revenue & Customs' action on tax avoidance, evasion and organised crime has brought in record additional revenues of £29bn ($37.6bn, €32.9bn) in the past fiscal year, as revealed in its latest annual report.

UK eyes ‘intervention’ to allow pension access without drawdown

UK eyes ‘intervention’ to allow pension access...

The Financial Conduct Authority (FCA) has said it is looking to work with the UK government to allow savers to access their pension pots without taking drawdown amid fears consumers need greater protection in the non-advised drawdown market.

Published : 12, Jul 2017
Brewin chief demands UK prime minister act on savings crisis

Brewin chief demands UK prime minister act on...

Intergenerational wealth disparity, tax simplification and removal of the £1m lifetime pension allowance are all addressed in a remarkable letter to the prime minister from Brewin Dolphin chief executive David Nicol.

Published : 12, May 2017
Advice businesses must adapt to survive and thrive

Advice businesses must adapt to survive and thrive...Lock icon

Changes in regulation coupled with a transformation in client expectations and increased use of technology means financial advisers need to review their business model to ensure they have a business that is future fit, says Old Mutual Wealth's Mike Leeson.

The next phase for part surrenders of offshore life bonds

The next phase for part surrenders of offshore...Lock icon

The use of partial surrenders of offshore bonds can still make for a good tax-planning strategy, says Utmost’s Simon Martin, ahead of a restitution process set to be introduced by HM Revenue and Customs (HMRC) later this year.

Published : 8, Feb 2017
How to maximise pension benefits with Qrops - Boal & Co

How to maximise pension benefits with Qrops -...

Successful investment leading up to pension age plays a significant role in retirement outcome but taking full advantage of the taxation benefits available can equally help maximise an expat’s position.

Published : 13, Jun 2016
AES picks Xplan software to automate its business

AES picks Xplan software to automate its business...

AES International has decided to implement the advice and wealth management platform Xplan, developed by Australian technology company IRESS, to help remove time-consuming manual processes across its business.

Published : 26, May 2016
Technical briefing: Catching a wave

Technical briefing: Catching a wave

Solvency II is making a splash in Europe, with EU-based insurers riding the latest wave of regulation. Only time will tell how its arrival in the EU will impact life insurance companies.

Published : 20, Apr 2016
Technical briefing: Making sense of tax breaks

Technical briefing: Making sense of tax breaks...

There will be winners and losers as a new £5,000 dividend allowance is introduced from April and advisers should review wrappers and seek fresh solutions to ensure investors make most of the new tax break.

Published : 15, Feb 2016
Roller coaster 2016 for financial advisers

Roller coaster 2016 for financial advisers

Following a year packed with change, announcements, and consultations, Canada Life International's Neil Jones gives his view on what to expect on the tax and investment front in 2016.

Published : 7, Jan 2016
Retirement trends: The Twelve Days of Pensions

Retirement trends: The Twelve Days of Pensions...

Embracing the festive season, Fidelity International presents to you “The Twelve Days of Pensions 2015”, outlining key retirement trends gleaned from customers calling its contact centre between July and November 2015.

Published : 16, Dec 2015
Expert guide to UK pension transfers overseas

Expert guide to UK pension transfers overseas

Darion Pohl, chief executive of Prism Xpat provides an expert view on the factors an adviser needs to take into account when considering a defined-benefit pension transfer to a recognised overseas pension scheme for a UK retiree planning to retire overseas.

Published : 19, Nov 2015
EU succession regulation moves beyond borders

EU succession regulation moves beyond borders

Intended to simplify succession law throughout the EU, legislation known as ‘Brussels IV’ now applies to the estates of deceased people in most EU countries.

Published : 27, Oct 2015
Technical briefing: The generation game

Technical briefing: The generation game

The chancellor’s introduction of a £1m nil-rate band for inheritance tax announced in this year's Summer Budget may not be as generous as it first appears.

Published : 9, Sep 2015
Global reach, local touch – Platform view with Ardan International

Global reach, local touch – Platform view with...

The arrival of more international platforms will only benefit advisers and wealth managers if they are flexible enough to operate in the local jurisdictions relevant to the client.

A common goal - RL360° talks through the Common Reporting Standard

A common goal - RL360° talks through the Common...

The Common Reporting Standard is the latest building block of regulation in the march towards a global automatic exchange of information, and financial institutions must get to grips with it.

Published : 10, Apr 2015

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US court upholds IRS penalty on US expat demanding tax refund
US court upholds IRS...

A US court has dismissed a complaint by an American...

EU to limit UK expat residency rights post Brexit - minister
EU to limit UK expat...

Britain’s Brexit minister David Davies has revealed...

A quarter of Brits want a return to commission
A quarter of Brits want...Lock icon

Half of UK clients would prefer to pay a fixed rate...

Mazars cleared of bad advice charge by UK Ombudsman
Mazars cleared of bad...Lock icon

A man who had to pay additional taxes after losing...

Big jump in offshore bond sales at Canada Life International
Big jump in offshore...Lock icon

Sales of offshore bonds rose by 60% in the first half...

OTHER STORIES FROM LAST WORD...