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Quilter

Asia | 17 Jun 20

Will UK wealth raid throw existing IHT plans up in the air?

‘Huge implications’ if changes made to domicile, seven-year gifting rule and taper relief

Companies | 9 Jun 20

7 advice firms hit with FCA skilled-person reviews since 2017

They had to collectively fork out over £300,000 to pay for the investigations

Companies | 8 Jun 20

FCA investigating Quilter subsidiary over DB pension transfers

UK regulator also orders firm to appoint skilled person to conduct review

Covid-19, global mobility and taxation

Best Practice | 4 Jun 20

Covid-19, global mobility and taxation

Financial planners need to have a good understanding of the 2013 statutory residence test

Companies | 3 Jun 20

Ex-Sesame Bankhall MD named CEO of Quilter Financial Planning

Andy Thompson is to leave the business at the end of June

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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.