Tax & Regulation
Investment | 6 May 15
Australia and New Zealand QROPS risk HMRC delisting
Overseas pensions in Australia and New Zealand could lose QROPS status after a letter sent by HM Revenue & Customs forced all schemes to ensure that policyholders can only access benefits before the age of 55 in the same circumstances as a UK pension.
Tax & Regulation | 1 May 15
HMRC to issue new tax avoidance scheme list
HM Revenue & Customs will publish a new list of reference numbers for tax avoidance schemes which may be subject to accelerated payment notices.
Tax & Regulation | 30 Apr 15
Concerns grow over post-UK election expat tax crackdown
The outcome of the UK General Election on 7 May is still not completely clear, but financial advisers are warning that some party policies might impact negatively on their clients, particularly those with ‘non-domicile’ status.
ESMA consults on MiFID II
The European Securities and Markets Authority (ESMA) has begun consulting the financial industry on its proposal that adviser standards should be set by individual national authorities under MiFID II.
IA issues core guidelines on investment manager conduct
The Investment Association has issued a list of core principles that should be followed by money managers to maintain client confidence.