Tax & Regulation
US watchdog eyes stricter regulations for advisers
To ensure they ‘don’t inappropriately use, lose, or abuse investors’ assets’
Pressure mounts over MPAA reforms
But Treasury holds its ground despite growing number of over-55s breaching the tax-free contribution limit
Forthplus-linked pension advice firm fails
While, separately, a Scotland-based financial planning business has also collapsed
Accidental Americans appeal US lawsuit
Judge dismissed their argument that citizenship renunciation should not be subject to a fee
Kingswood launches Aim IHT and ISA portfolio service
As RBC Wealth Management finds inheritance tax planning is top concern for HNW Brits