Tax & Technical | 20 Dec 17
Competitive trust laws on commission agenda
Trusts in England and Wales looks set to be modernised after the Law Commission pledged to make recommendations to amend the law.
PEOPLE MOVES: UBS, Franklin Templeton, Succession
UBS is to replace its head of wealth planning, Succession names a new chief executive to replace its founder who died and Franklin Templeton appoints a head of distribution in the Nordics.
Advisers at 5-year low among Aussie rich
Nervous Australian millionaires are increasingly turning their backs on financial advisers and hanging onto excess cash, according to a new study.
Best Practice | 18 Dec 17
Financial advisers face uncertain 2018
Advisers are facing political, economic and regulatory uncertainties, according to the European Financial Planning Association and the UK’s Personal Finance Society.
Cross border investors’ tax bind to end in EU
The EU has pledged to simplify cross border investing with new guidelines on withholding taxes.