Investment | 20 Oct 16

Merrill Lynch, one of the ‘big four’ investment banks in the US, will no longer work with US citizens living abroad following the closure of all expat accounts earlier this month, a UK-based IFA firm has confirmed.

Companies | 20 Oct 16

American asset manager Cohen & Steers has initiated a fresh push into the UK investment market and plans to launch two new funds as part of the effort.

Best Practice | 20 Oct 16

An annual property tax proposed last week by the Portuguese government on homes worth over €600,000 (£538,572, $660,108), may be “beneficial” for some of the thousands of British expats settled there, according to two leading tax experts.

Best Practice | 14 Oct 16

Sales of personal pensions fell by 6.8% in the second quarter of this year as a leading tax expert urges the UK government to do more to get the country’s retirement savings “back on track”.

Best Practice | 14 Oct 16

Financial advisers name the challenges facing the future of their businesses, from poor market performance and a challenging regulatory environment, according to a survey by Natixis Global Asset Management, which questioned 2,550 advisers across 15 countries.