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Tax & Regulation

Former Westpac banker jailed for property Ponzi scam

Asia | 9 Feb 17

Former Westpac banker jailed for property Ponzi scam

A former Westpac banker in Australia has been sent to jail for three years for encouraging elderly and vulnerable customers to borrow over A$2.5m (£1.5m, $1.9m) to invest in a Tasmanian property development, which turned out to be a Ponzi scheme.

US threatens to revoke passports for unpaid taxes

North America | 9 Feb 17

US threatens to revoke passports for unpaid taxes

US citizens with federal tax debt of more than $50,000 (£39,973, €46,830) may have their passports revoked by the State Department, a move that could have a greater impact on Americans living overseas.

Four tips for end of year tax planning

Tax & Regulation | 8 Feb 17

Four tips for end of year tax planning

As the UK approaches the end of another tax year, Tony Müdd, divisional director for development and technical consultancy at St James’s Place, talks through how to make the most of all the allowances and exemptions available.

Spain targets HNWs over tax evasion as data-sharing goes live

Europe | 8 Feb 17

Spain targets HNWs over tax evasion as data-sharing goes live

Spain has announced new measures to crack down on tax fraud by wealthy individuals, as the country becomes one of the early adopters of the ‘automatic exchange of information’ regime.

FCA issues warning over poor DB pension transfer advice

Tax & Regulation | 7 Feb 17

FCA issues warning over poor DB pension transfer advice

The UK’s Financial Conduct Authority has issued a warning notice to an unnamed individual for poor advice given to more than 700 members of defined benefit (DB) schemes that left them at “serious risk of unsuitable outcomes”.

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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.