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Industry

Estates over £1m face 1% ‘stealth tax’ as probate fees rise

Tax & Regulation | 28 Feb 17

Estates over £1m face 1% ‘stealth tax’ as probate fees rise

The UK government will replace the current flat fee system for grants of probates with a new tiered levy, which could see estates over £1m ($1.24m, €1.17m) tens of thousands of pounds worse off.

DeVere probe ushers in ‘new era of regulatory oversight’

Retirement | 28 Feb 17

DeVere probe ushers in ‘new era of regulatory oversight’

The Financial Conduct Authority’s (FCA) investigation into deVere UK, launched after the regulator banned the firm from writing pension transfer reports, is “just the beginning”, according to Geraint Davies, managing director of Montfort International, with other firms also likely to be caught out.

Aetna Int’l targets expats in Canada with new offices

Companies | 28 Feb 17

Aetna Int’l targets expats in Canada with new offices

Aetna International is spearheading an expat push into Canada with plans to unveil a string of new offices across the country.

PEOPLE MOVES: Globaleye MD departs with immediate effect

Companies | 28 Feb 17

PEOPLE MOVES: Globaleye MD departs with immediate effect

Globaleye’s managing director has departed with immediate effect, as St James’s Place is to lose its chief executive of 11 years at the end of 2017. Indosuez Wealth Management has bolstered its Midde East team with two appointments.

SJP Asia reports £13m loss while CEO Bellamy to step down

Asia | 28 Feb 17

SJP Asia reports £13m loss while CEO Bellamy to step down

David Bellamy, chief executive of St James’s Place (SJP), will step down from his role at the end of 2017 as the group’s Asian business reports a £13.2m (€15.5m, $16.4m) loss.

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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.