Best Practice | 21 Dec 16

Generali Worldwide has launched an online tool that allows financial advisers to analyse the progress of client plans and to financially assess the potential impact that altering various plan details would have on their objectives.

North America | 21 Dec 16

Canadian taxpayers wanting to use voluntary disclosure programmes (VDP) should have to identify advisers who helped them avoid paying tax, the Canada Revenue Agency’s (CRA) Offshore Compliance Advisory Committee has recommended.

North America | 21 Dec 16

The Cayman Islands will gazette two pieces of legislation before Christmas that will pave the way for the jurisdiction to create a platform where overseas authorities can access information on the beneficial owners of companies and other financial entities.

Tax & Regulation | 21 Dec 16

HM Revenue & Customs (HMRC) has spent more than £460,000 ($570,000, €547,000) for confidential information from the public and the business community to help it combat tax avoidance, according to London-based law firm RPC.

People Moves | 21 Dec 16

Former managing director of deVere UK Mike Coady has become chief commercial officer ‘with immediate effect’ at rival firm Guardian Wealth Management (GWM).