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Tax & Regulation

SEC fines Israeli bank for offering advice without a licence

North America | 20 Oct 16

SEC fines Israeli bank for offering advice without a licence

Israel-based Bank Leumi will pay $1.6m (£1.3m, €1.45m) and admit wrongdoing to settle charges from the US Securities and Exchange Commission that it provided investment advice to US customers for over 10 years without registering as an investment adviser or broker-dealer.

HMRC narrows UK tax gap to record low

Best Practice | 20 Oct 16

HMRC narrows UK tax gap to record low

The gap between between the amount of tax HM Revenue & Customs expected to collect in the last financial year and what it actually raised has fallen to its lowest ever level, and is now one of the smallest in the world.

Portugal’s property levy to ‘benefit’ some expats

Best Practice | 20 Oct 16

Portugal’s property levy to ‘benefit’ some expats

An annual property tax proposed last week by the Portuguese government on homes worth over €600,000 (£538,572, $660,108), may be “beneficial” for some of the thousands of British expats settled there, according to two leading tax experts.

EU insurance regulator eyes changes to Solvency II

Best Practice | 19 Oct 16

EU insurance regulator eyes changes to Solvency II

EU insurance regulator Eiopa is planning to change the current Solvency II regulations to limit the ravages that super-low interest rates are having on the industry.

Portugal unveils wealth tax on properties over €600,000

Europe | 19 Oct 16

Portugal unveils wealth tax on properties over €600,000

The Portuguese government is looking at plans to introduce a wealth tax on properties valued over €600,000 (£538,572, $660,108) in a move that could affect thousands of British expats living in the EU-member state.

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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. Site managed by Furness Media