Tax & Regulation | 13 Mar 14
australias regulator to monitor fofa changes
The man behind plans to make major changes to Australia’s answer to RDR, assistant treasurer Arthur Sinodinos, took to Australian national television Tuesday night to discuss the controversial plans, and revealed that the Australian Securities and Investments Commission would be tasked with monitoring the changes, if they go ahead.
neuberger berman opens charles kantor managed
Neuberger Berman has launched a US Long Short Equity Fund for manager Charles Kantor.
six core funds picked by thomas millers
The former Royal Airforce pilot and now head of private investment management (offshore) at Isle of Man based Thomas Miller picks six funds which are commonly found within his clients portfolios.
momentum pensions to begin offering intl pensions
Momentum Pensions the multi-jurisdictional pensions provider with offices in the Isle of Man and Malta is to open an office in Gibraltar and launch an international pensions business there.
Tax & Technical | 11 Mar 14
discretionary trusts need not be
Much has been made of the complicated IHT and exit charges on discretionary trusts, but the income tax calculations are equally as complex. Mark Green, of I-Tax Solutions, offers financial advisers a simple, non-controversial method of mitigating the taxation