Tax & Regulation
Best Practice | 3 May 17
Adviser defends CII qualifications against criticism
A UK adviser has defended international qualifications from the Chartered Insurance Institute (CII) against claims that they are of “no use to anyone” providing financial planning in overseas jurisdictions.
Middle East | 3 May 17
CII qualifications ‘no use’ in international financial planning
International qualifications from the Chartered Insurance Institute (CII) are “no use to anyone” providing financial planning in overseas jurisdictions, according to Sarah Lord, one of the most highly qualified female financial planners in the UK.
Tax & Regulation | 2 May 17
FCA spares dealing and portfolio services from Priips rules
The UK regulator has decided that retail investment dealing, portfolio management and custody services will not fall under major new European Union disclosure rules.
North America | 28 Apr 17
Five things you need to know about Trump’s tax plan
This week, US president Donald Trump unveiled what he called “the biggest tax cuts in history”. Here’s a look at some of the initial proposals to slash inheritance tax, top income brackets and tax for large corporations.
Tax & Regulation | 28 Apr 17
Pension trustees banned over £16m Fiji tree plantation scam
The Pensions Regulator (TPR) in the UK has banned the trustees of a scheme that lost more than £15m ($19.3m, €17.7m) of member’s money after investing in overseas ventures that “bore the hallmarks of a scam”, including leases on a plantation in Fiji.