Best Practice

Asia | 5 Dec 17

The EU has blacklisted 17 jurisdictions, including South Korea and the United Arab Emirates, and put 47 others on notice including Jersey and the Cayman Islands, but it has not said what sanctions or penalties those shamed will face.

Best Practice | 5 Dec 17

Trusts form an important part of UK tax planning and can offer a wide range of opportunities. To advise a client correctly regarding the setting up and maintenance of a trust, it is important to establish if the trust itself is treated as a UK resident trust or a non-UK resident trust, says Canada Life.

Best Practice | 5 Dec 17

The European Council published its blacklist of 17 non-cooperative jurisdictions on Tuesday, including the United Arab Emirates and Bahrain.

Best Practice | 5 Dec 17

Providing financial advice to a family running a business is complex, according to a Europe-wide study that highlighted challenges around growing a business and managing its wealth across generations.

Best Practice | 5 Dec 17

David Matthews, head of sales for Europe for Old Mutual Wealth, discusses upcoming regulatory changes, how these are impacting advisers and the type of solutions they are exploring.