Regions
UK financial services firms merge
Deal will allow the businesses to expand their wealth management and tax planning operations
£1bn loss for UK coffers after non-dom reform
HMRC cannot say if over 40,000 individuals have remained in the country or left the tax net
Global HNW families worried about passing wealth to next gen
63% believe that the millennial generation is not as committed
Dynamic Planner adds cash flow planning tool
Firm claims it takes ‘miscalibration risk out of the equation’
Julius Baer reportedly eyes China wealth joint venture
It wants to join forces with a local firm to tap into the country’s growing financial services sector