Best Practice | 24 Jan 18
Advisers must be aware of the complexities US clients face
American citizens living outside the US often have their financial lives made more complex by local advisers who do not appreciate their need for joined up advice to avoid negative tax treatment by US or local authorities.
Best Practice | 24 Jan 18
Pension freedoms withdrawals hit fresh low
Withdrawals under the pension freedoms have hit an all time low, reducing the need for emergency regulation or government intervention, an industry expert says.
Industry could be overstating Mifid II costs
The trading costs being disclosed by fund managers under Mifid II rules may be overstating the real cost of trading and remain a forecast figure for the next 12 months, a paraplanner has warned.
Best Practice | 24 Jan 18
Pension scammers ordered to repay £13.7m in landmark ruling
Four fraudsters who squandered the pension savings of 245 people have been ordered by the UK High Court to pay back £13.7m ($19.1m, €15.6m), the first time such an order has been obtained.
STM moves Gibraltar HQ to UK amid ‘exceptional circumstances’
Cross border financial services provider STM Group has confirmed it is moving its headquarters from Gibraltar to the UK this month.