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United Kingdom

M&A firm Phoenix to shut down Cayman holding company

Companies | 25 Aug 16

M&A firm Phoenix to shut down Cayman holding company

Life company consolidator Phoenix Group plans to close its Cayman Islands holding company and set up a new operation in the UK.

European Wealth revises charges to lift financial planning arm

United Kingdom | 25 Aug 16

European Wealth revises charges to lift financial planning arm

European Wealth has announced it will alter its fee structure after its financial planning arm saw disappointing turnover and the overall group reported losses in the first half of the year.

UK rate cut to increase platform fees, says James Hay

Retirement | 25 Aug 16

UK rate cut to increase platform fees, says James Hay

IFG Group, the parent company of UK Sipp provider James Hay, has warned that the Bank of England’s (BoE) interest rate cut earlier this month could see platform charges rise.

UK IFA ordered to pay client over Arch Cru pension transfer

Tax & Regulation | 24 Aug 16

UK IFA ordered to pay client over Arch Cru pension transfer

UK-based IFA firm Tenet must compensate a client for advising him to transfer his pension into the doomed high-risk Arch Cru fund, which lost investors up to £361m ($462m, €408m).

HMRC plans tougher penalties for offshore tax evaders

Best Practice | 24 Aug 16

HMRC plans tougher penalties for offshore tax evaders

The UK tax office has announced plans to increase the penalties on anyone who has not paid outstanding taxes from offshore investments ahead of the start of a new data sharing agreement with the crown dependencies and territories in October.

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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.