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Best Practice

China

Asia | 4 Dec 17

Hong Kong drops off HMRC Rops list

HM Revenue & Customs has removed all 19 Hong Kong recognised overseas pension schemes (Rops) from its online notification list.

Best Practice | 1 Dec 17

Five probing questions advisers should ask providers

Regulators are encouraging financial advisers to go deeper with due diligence exercises when selecting products and services for their customers, and to piece together an audit trail, says AKG’s Matt Ward.

Best Practice | 30 Nov 17

Guernsey Finance: ‘Not sure what more we’re supposed to do’

Guernsey Finance chief executive Dominic Wheatley is “not sure what more we’re expected to do” to help improve transparency in the fight against offshore tax evasion, he told International Adviser.

Best Practice | 29 Nov 17

What is the value of financial advice?

If an adviser’s ultimate aim is to run a practice where clients will cheerfully pay the fees, the first step must be to counter some false truths about value, says Phil Billingham.

Derek Scott KPMG

Best Practice | 28 Nov 17

Honest taxpayers in HMRC’s sights

Steeper fines under HM Revenue & Customs’ requirement to correct (RTC) regime are just the start of changes that could catch out law-abiding taxpayers, according to KPMG’s head of tax investigations.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.