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Tax & Regulation

Finance Bill offers no clarity on life policy part surrenders

Best Practice | 21 Mar 17

Finance Bill offers no clarity on life policy part surrenders

The Finance Bill failed to shed more light on how HM Revenue & Customs plans to recalculate the gain on partial surrenders when policyholders withdraw money from their life insurance policies the wrong way, says Rachael Griffin, financial planning expert at Old Mutual Wealth.

Middle East | 21 Mar 17

Holborn Assets ordered to immediately cease pension transfers

The UK Financial Conduct Authority has ordered Holborn Assets Ltd to immediately cease all pension transfer business, particularly that introduced by overseas advisers.

Indonesia hauls in a surprise $330bn from tax amnesty

Asia | 21 Mar 17

Indonesia hauls in a surprise $330bn from tax amnesty

Indonesia has raised more than $330bn (£265bn, €381bn) from at least 745,000 taxpayers as its tax amnesty approaches next week’s closing date of 31 March.

South African expats unite against proposed tax changes

Africa | 20 Mar 17

South African expats unite against proposed tax changes

South Africans working in countries with no income tax, such as the UAE, have banded together on social media to oppose new legislation that “might put them at an unfair disadvantage” of having to pay income tax in South Africa.

HSBC boss ‘tested’ UK tax office on his non-dom status

Tax & Regulation | 20 Mar 17

HSBC boss ‘tested’ UK tax office on his non-dom status

Stuart Gulliver, the chief executive of HSBC, may have set up a trust to test whether the UK taxman would accept he was a non-dom, according to specialist tax advice agency Mark Davies & Associates.

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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.