United Kingdom
The new normal for the private wealth sector
‘Wealth structuring and intergenerational planning is only going to become more complex’
Private wealth service provider sets up UK estate planning unit
It will also look after international clients with British assets
HMRC wins Fatca case over data confidentiality
But claimant argues sharing information with US is breach of EU law
Brooks Macdonald buys Channel Islands wealth business for £10m
Deal will increase its international arm’s funds under management to £2.5bn
EU eyes further delay to cross-border tax reporting deadline
But firms should meet compliance obligations as extensions will vary according to member states