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Tax & Regulation

Former Morgan Stanley adviser banned for life in Australia

Tax & Regulation | 10 Mar 17

Former Morgan Stanley adviser banned for life in Australia

A former Morgan Stanley Wealth Management financial adviser has been banned for life in Australia for not acting in the best interests of his clients.

Ten industry views on the Qrops hammer blow

Tax & Regulation | 10 Mar 17

Ten industry views on the Qrops hammer blow

As the week comes to an end in which the Spring Budget slapped a surprise 25% overseas pension transfer charge in particular circumstances, here are the views on what it means from a cross section of the industry.

FCA sharpens scrutiny on pension transfer complaints

Best Practice | 10 Mar 17

FCA sharpens scrutiny on pension transfer complaints

The Financial Conduct Authority has set out a plan to give better redress to those clients who were given unsuitable advice to transfer out of a defined benefit (DB) pension scheme.

How French succession law works

Europe | 10 Mar 17

How French succession law works

While there are many benefits to living in France, estate planning is not one of them, explains Jason Porter, director of European IFA firm Blevins Franks. After taking a look at succession tax last week, this week he breaks down succession laws that are complex, and which many feel are unfair.

International Adviser

Tax & Regulation | 9 Mar 17

UK fraud agency to probe failed Costa Rican forestry fund

The Serious Fraud Office (SFO) has opened a criminal investigation into an alleged fraudulent investment scheme marketed by Ethical Forestry Limited and “associated companies” between 2007 and 2015.

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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.