Industry

Asia | 7 Dec 16

Robo-advisers in Asia are increasingly targeting clients traditionally serviced by the region’s wealth managers, despite the age-old assumption that wealthy individuals prefer face-to-face advisers.

Tax & Regulation | 7 Dec 16

HM Revenue & Customs’ plans to review personal portfolio bonds (PPB) and potentially correct cases where British expats are left with ‘inequitable’ tax charges when they return to the UK, have been welcomed by industry.

Retirement | 6 Dec 16

The number of British citizens transferring their UK pensions into recognised overseas pension schemes (Rops) has dropped by more than a third since the pension freedoms were introduced in April 2015, according to HM Revenue & Customs (HMRC).

Life | 6 Dec 16

Canada Life has enhanced its well-known onshore bond, the Select Account, with the addition of a discounted gift trust (DGT) feature.

Best Practice | 6 Dec 16

Compliance with the Foreign Account Tax Compliance Act (Fatca) by those institutions affected by it is now well advanced, but the picture is much less clear for individuals affected by the new rules, says David Andrews, executive director (international private clients) at HFM Columbus.