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Tax & Regulation

Cayman firms plead guilty to helping US clients avoid tax

North America | 11 Mar 16

Cayman firms plead guilty to helping US clients avoid tax

Two Cayman Island investment and trust companies pleaded guilty in a New York federal court to helping American clients evade tax. The first conviction of its kind outside Switzerland.

UBS, Deutsche Bank lose major UK banker bonus tax case

Tax & Regulation | 9 Mar 16

UBS, Deutsche Bank lose major UK banker bonus tax case

HM Revenue & Customs (HMRC) has shut down a major tax avoidance scheme used by bankers at UBS and Deutsche Bank to avoid paying around £135m in tax.

Senior Managers Regime comes into force in UK

Tax & Regulation | 7 Mar 16

Senior Managers Regime comes into force in UK

The UK’s new senior managers regime, designed to hold bankers and insurance managers accountable for misconduct in areas under their responsibility, has come into force and will apply equally to officers of the Financial conduct Authority (FCA) and the Prudential Regulation Authority (PRA).

US-Swiss FATCA exception clause very narrow

North America | 7 Mar 16

US-Swiss FATCA exception clause very narrow

Despite the recent FATCA carve-out agreed between the US and Switzerland, US citizens looking to circumvent their tax reporting obligations will have to look further afield if they want to avoid declaring their offshore assets.

Budget changes to UK pension system still possible

Tax & Regulation | 7 Mar 16

Budget changes to UK pension system still possible

The UK chancellor George Osborne’s widely reported decision to abandon plans to shake up the pension taxation in this month’s budget still leaves room for tinkering with the pensions system, analysts said.

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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.