Offshore Bonds
Offshore Bonds | 22 Jul 15
HMRC spares ‘non-aggressive’ trusts from IHT avoidance scheme crackdown
HM Revenue & Customs has proposed strengthening the ‘hallmarks’ it uses to identify inheritance tax planning arrangements but has excluded certain types of trusts used alongside life assurance policies.
Old Mutual Int’l launches trust campaign for offshore advisers
Old Mutual International has launched a campaign to promote “under-utilised” trusts among offshore advisers and will launch further support tools “shortly”.
Ever increasing circles: RL360° in expansive mood
As the RL360° Group moves to complete its purchase of Clerical Medical International, David Kneeshaw, chief executive, makes no secret of his plans to pursue acquisitions to support growth and build scale in a recent interview with International Adviser.
Offshore Bonds | 26 May 15
Barclays appoints Channel Is head of offshore funds
Barclays has appointed Steve Rickards to lead the creation and implementation of the bank’s offshore funds strategy.
Offshore Bonds | 20 May 15
Pension reforms give Old Mutual Wealth sales a lift
The UK pension reforms have caused the demand for financial advice to rise significantly, according to Old Mutual Wealth.