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Tax & Regulation

UK delays non-dom tax changes to offshore trusts until 2018

Tax & Regulation | 28 Mar 17

UK delays non-dom tax changes to offshore trusts until 2018

The UK government has delayed changes to the treatment of overseas trusts held by non-UK domiciles, amid concerns the reforms may force out Britain’s wealthiest foreigners.

US regulator shuts down scam targeting elderly investors

North America | 28 Mar 17

US regulator shuts down scam targeting elderly investors

The US Securities and Exchange Commission (SEC) implemented an emergency asset freeze and temporary restraining order against an investment adviser and his financial management company accused of scamming elderly investors out of millions.

IA to consult on hidden charge criticisms

Tax & Regulation | 27 Mar 17

IA to consult on hidden charge criticisms

Asset managers have fired a major shot in their battle to win over sceptical politicians, regulators and clients with the launch of a public consultation on a new costs and charges disclosure scheme.

BlackRock and Vanguard call for delay to US adviser reforms

North America | 27 Mar 17

BlackRock and Vanguard call for delay to US adviser reforms

BlackRock and Vanguard have called on US officials to delay the introduction of landmark rules forcing financial advisers to act in the best interests of their clients, raising concerns the new regulations will confuse investors and add unnecessary costs to the financial service industry.

Petition against South African expat tax launched

Africa | 27 Mar 17

Petition against South African expat tax launched

A petition against new legislation that would force South Africans working in countries with no income tax to pay tax in their home nation went live on Sunday.

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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.