Wills And Trusts
Investment | 30 Jun 15
Refocus on fund management sees JP Morgan hand £370m client book to Hargreaves
As many as 7,000 JP Morgan clients and £370m in assets are to be acquired by Hargeaves Lansdown as part of an ongoing effort to refocus its business on its strength: fund management.
Tax & Regulation | 11 Jun 15
Russia launches disclosure program to reclaim assets
The Russian Duma has introduced a voluntary disclosure program for all Russian citizens as it looks to stem the “offshorisation” of Russian money.
Portugal-based UK expats miss vital tax change
Many UK expats based in Portugal have retained their trusts, even though the Government introduced a tax of 28% on trust distributions from 1 January 2015.
Investment | 12 May 15
Smooth Sailing – Life trends with Prudential International
Kevin Purtill, head of commercial at Prudential International explains how the company has seen record growth, thanks to its offshore bond offerings
Advisers must brace themselves for new IHT trust duties from next March, warns Canada Life
Advisers must prepare clients for new tax and reporting requirements on trusts, as an inheritance tax (IHT) law introduced by the last Labour government reaches its tenth anniversary next March, Canada Life has warned.