Latest news
How to help clients as HMRC cracks down on overseas assets
‘International data sharing and anti-money laundering regulations are only likely to get tighter’
The Italian town stuck in a feudal tax debacle
Heirs of a Swiss baron now claiming back-payments from locals
Boiler room fraudsters ordered to refund $3.2m to victims
Investors were cold-called and pressured into opening trading accounts to invest in securities
Have long-term low rates skewed investment projections?
‘It is vitally important they are realistic, understandable and consistent’
Over 80% of UK advisers expect AuM rise in next 12 months
63% believe the number of fee-paying clients will increase over the same period