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North America

US pensioner guilty of tax fraud via Panama and Delaware

North America | 1 Jun 17

US pensioner guilty of tax fraud via Panama and Delaware

A 73-year-old woman from Texas has pleaded guilty to conspiring to defraud the US by using accounts in Delaware and Panama to conceal more than $1.3m (£1m, €1.16m) in royalty income she earned from oil wells.

ANALYSIS: Trump – from asset to liability for US equities?

Equities | 30 May 17

ANALYSIS: Trump – from asset to liability for US equities?

When Donald Trump was first elected US president, investors believed it would power US equities to new highs while emerging market assets were expected to suffer. Four months into his presidency, expectations have changed radically.

JTC adds Isle of Man presence with Merril Lynch acquisition

Companies | 26 May 17

JTC adds Isle of Man presence with Merril Lynch acquisition

Jersey-headquartered JTC Group has acquired Merrill Lynch Wealth Management’s International Trust and Wealth Structuring (ITWS) business, which provides the administration of trust services for the firm’s international advisory clients.

DeVere closes Miami office

Companies | 24 May 17

DeVere closes Miami office

International advisory firm deVere Group has closed its Miami office, one of its two major hubs in the US, following the company’s “strategic review” announced earlier this year.

What Trump’s tax plan means for US expats

Best Practice | 22 May 17

What Trump’s tax plan means for US expats

President Donald Trump unveiled his much-anticipated tax plan last month, promising “the biggest tax cuts in history”. Here tax advisers Ephraim Moss and Joshua Ashman from Expat Tax Professionals show how the proposals will affect US expats living around the world.

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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.