Tax & Regulation
UK taxman overtaxed more than 460,000 people last year
And they were forced to submit refund claims to get their money back
HSBC PB Switzerland to pay $192m for US tax evasion case
It maintained accounts in names of nominee entities established in the BVI, Liechtenstein and Panama
Is there a DB transfer mis-selling scandal looming?
Issue is ‘more widespread’ than people in the advice sector think
China raises ownership cap on joint-venture life firms
It will allow foreign investors to own up to 51% before scrapping the limit during 2020
Look beyond AUM when segmenting clients, says UK regulator
As it tackles ’emotive subject’ of fees: ‘We don’t expect advisers to be charities’