North America | 4 Jul 13

A US congressman has highlighted a potential problem in the complex arrangements under which financial institutions in foreign countries are being persuaded to provide financial information to the American tax authorities, to comply with FATCA.

Tax & Technical | 4 Jul 13

Concerns over the UK’s “pension gap” are well documented, but have you considered how much harder the planning will be for your expatriate clients asks Guardian Wealth Management’s Gavin Pluck.

People Moves | 4 Jul 13

David Erhardt, a key executive for the past seven years with Malta-based QROPS provider STM, has joined Harbour Pensions Malta as an adviser to its board.

Tax & Regulation | 4 Jul 13

In markets hit by a wave of complex and contradictory regulation and change, only investment firms that capitalise on emerging opportunities will survive according to a new KPMG report.

People Moves | 3 Jul 13

Kleinwort Benson has appointed David Sargent to the newly created role of executive private banker in its private wealth management international team.