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Tax & Regulation

Netherlands and UK are biggest channels for tax haven inflows

Europe | 2 Aug 17

Netherlands and UK are biggest channels for tax haven inflows

The Netherlands and the UK facilitate global tax avoidance by acting as conduits for 37% of corporate money heading to tax havens, research by academics at the University of Amsterdam shows.

Questions advisers must ask before clients move to Portugal

Best Practice | 2 Aug 17

Questions advisers must ask before clients move to Portugal

UK advisers with clients looking to move to Portugal and make the most of tax-efficient opportunities but avoid costly mistakes need to consider seven key questions, according to international wealth and tax management firm Blevins Franks.

‘Common sense’ prevails in FCA’s insistent client guidelines

Best Practice | 2 Aug 17

‘Common sense’ prevails in FCA’s insistent client guidelines

Updated guidance on how UK advisers should deal with clients who insist on going against their advice has been welcomed as “common sense” by Old Mutual Wealth’s chief distribution officer Richard Freeman.

Singapore advice firm loses case against competition watchdog

Asia | 2 Aug 17

Singapore advice firm loses case against competition watchdog

Singapore’s Competition Appeal Board (CAB) has dismissed an appeal from IPP Financial Advisers to reduce the fine it was handed after being found guilty of colluding with other advice firms to force a competitor to withdraw a life product commission rebate offer.

US regulator brings charges over cancer investment fraud

North America | 1 Aug 17

US regulator brings charges over cancer investment fraud

The Securities and Exchange Commission has filed charges against a businessman accused of using investor funds intended to develop products to detect cancer and other diseases to pay personal expenses and fund his fiancée’s restaurant.

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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.