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Analysis

an isle of man view of fatca

Profiles & Comment | analysis 29 May 13

an isle of man view of fatca

The UK Treasury estimates that tax evasion costs HM Revenue & Customs £4bn a year, which has prompted their championing of the US Foreign Account Tax Compliance Act (FATCA).

doing it by the book business strategies

Profiles & Comment | analysis 24 May 13

doing it by the book business strategies

The first three months with a new company is crucial for the trainee wealth manager. Ensuring that you have a clear system in place to provide support and guidance for new recruits is vital, yet often overlooked, says Globaleye chairman Tim Searle.

is nothing sacred

Profiles & Comment | analysis 16 May 13

is nothing sacred

Plans to stop spouses of Britons overseas from receiving a UK funded state pension are misguided and will negatively impact the vulnerable, says Guardian Wealth Management’s David Howell.

beware wise men bearing bail outs

Profiles & Comment | analysis 1 May 13

beware wise men bearing bail outs

Taxes on private wealth to help fuel bail-outs within the European Union are a reality and must be understood by financial advisers, says Guardian WM’s David Howell.

investment strategies for us clients

North America | analysis 24 Apr 13

investment strategies for us clients

With employment and education scattering family members across the globe, lifestyles are becoming increasingly multi-national.

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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.