Analysis
Profiles & Comment | analysis 29 May 13
the ldf vrs the isle of man disclosure
A little-noticed aspect of the UK's "FATCA" agreements with its three Crown Dependencies is that they are to be accompanied by "tax amnesty" schemes designed to encourage take-up. Here,Crowe Clark Whitehill's John Cassidy looks at how the first of these stacks up next to the LDF.
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).
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.
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.
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.