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Tax & Regulation

FATCA exceptions agreed by Swiss and US authorities

North America | 3 Mar 16

FATCA exceptions agreed by Swiss and US authorities

Accounts held by the lawyers or notaries of clients in Switzerland are now exempt from the United States’ Foreign Account Tax Compliance Act (FATCA) following the signing of an agreement by the countries’ authorities in February.

Global regulator concerned over financial product mis-selling

Tax & Regulation | 2 Mar 16

Global regulator concerned over financial product mis-selling

The International Organization of Securities Commissions (IOSCO), a global body representing financial regulators, has singled out misconduct in relation to retail financial products as one of its top four market risks for 2016.

S. African tax amnesty to aid small firms and individuals

Africa | 29 Feb 16

S. African tax amnesty to aid small firms and individuals

Individuals and small, closely held business entities will be the most affected by the South African offshore tax amnesty which is due to begin in October, according to EY.

Tax grab from UK lifetime allowance limit rises sharply

Tax & Regulation | 29 Feb 16

Tax grab from UK lifetime allowance limit rises sharply

The amount of tax the UK government collects from pension savers who have breached their lifetime allowance (LTA) has almost quadrupled since George Osborne became chancellor, The Sunday Times reported.

Brexit vote will have major impact on Gibraltar, UK gov’t says

Europe | 29 Feb 16

Brexit vote will have major impact on Gibraltar, UK gov’t says

There would be serious implications for Gibraltar were the UK to withdraw from the EU, according to an official UK government paper published on Monday.

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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.