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Tax & Regulation

FCA rules out MiFID II face-to-face client recording requirement

Tax & Regulation | 11 Aug 15

FCA rules out MiFID II face-to-face client recording requirement

Advisers will not be required to tape face-to-face meetings with clients when the Markets in Financial Directive II (MiFID II) is introduced in January 2017, the Financial Conduct Authority has confirmed.

Guernsey dropped from EU tax blacklist

Tax & Regulation | 10 Aug 15

Guernsey dropped from EU tax blacklist

Guernsey has been removed from a blacklist issued by the European Commission which named and shamed 30 allegedly uncooperative tax jurisdictions.

IHT savings to hit new record through SME relief

Tax & Regulation | 10 Aug 15

IHT savings to hit new record through SME relief

UK taxpayers are set to save a record £565m in inheritance tax this year by taking advantage of a Government scheme which offers relief to investors in small businesses.

Record numbers achieve international tax qualification

Tax & Regulation | 6 Aug 15

Record numbers achieve international tax qualification

A record number of students have completed an international and cross-border tax qualification governed by the Chartered Institute of Taxation.

UK’s new IHT allowance seen as tricky to achieve

Tax & Regulation | 5 Aug 15

UK’s new IHT allowance seen as tricky to achieve

New inheritance tax thresholds on family homes introduced in the UK Government’s Summer Budget are more complex than many people realise, according to a specialist in estate planning and tax advice.

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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.