Tax & Technical
How South African HNW tax unit will impact financial advice
A wealth tax was widely rumoured, but will a taskforce targeting the rich achieve the same goal?
Shrinking DB transfer market worries advisers
But could a smaller sector be a good thing? Or should pension freedoms just be scrapped altogether?
EU opens door to renegotiate Fatca agreements with US
As independent body rules international transfers of data need to comply with GDPR
Are recent leverage scandals blips or an emerging trend?
Investors should be cautious but not fearful
Does the tax advice sector need mandatory PI insurance?
Standards are ‘typically high’ but ‘issues can arise within a minority of mainly smaller firms’