Tax & Regulation

UBS incorrectly classified certain joint accounts as PI accounts when they should have been classified as non-professional investors’ accounts

Investment | 21 Oct 25

Hong Kong regulator fines UBS $8m for professional investor misclassification

UBS incorrectly classified certain joint accounts as PI accounts

Investment | 21 Oct 25

ASIC bans Melbourne-based adviser over unsuitable investments

ASIC found that Spooner gave inappropriate advice to some clients to invest in high-risk investments

Investment | 20 Oct 25

CWM pension scammer loses appeal against fraud conviction

Smart was ordered to pay victims €370,00 and serve three years and six months in jail

rachel-reeves

Investment | 16 Oct 25

Utmost Wealth warns UK chancellor Reeves not to underestimate “internationally mobile” wealthy

IFS has warned Reeves that she may need to raise about £40bn to avoid a damaging “fiscal Groundhog Day” next year

Tax & Regulation | 15 Oct 25

Plans to cut cash ISA limit back on the table – reports

This could include potentially halving it from £20,000 to £10,000 a year