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Tax & Regulation

FAMR call for early pension access and advice definition change

Tax & Regulation | 14 Mar 16

FAMR call for early pension access and advice definition change

The Financial Conduct Authority is calling for early access to pension pots to pay for advice costs, in its final report on the Financial Advice Market Review (FAMR) published today.

Brooks Macdonald targets Origo with wind-up order

Tax & Regulation | 11 Mar 16

Brooks Macdonald targets Origo with wind-up order

Private equity firm Origo Partners is considering its options after Brooks Macdonald Asset Management filed a claim with the Isle of Man High Court seeking an order to wind up the closed-end investment company.

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).

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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.