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News

Britons set to lose £550m in IHT due to poor planning

United Kingdom | news 19 May 15

Britons set to lose £550m in IHT due to poor planning

Over £500m could be lost in inheritance tax this year due to inefficient planning, a report by unbiased.co.uk has revealed.

HK shell company sold by deVere suspended by insurance regulator

Asia | news 19 May 15

HK shell company sold by deVere suspended by insurance regulator

Shell company Devere Group Hong Kong Ltd, which is no longer owned by the deVere Group, having been sold last year, has had its licence suspended by the Hong Kong insurance regulator.

Harwood Capital buys Wellian as DFM arm

United Kingdom | news 19 May 15

Harwood Capital buys Wellian as DFM arm

Harwood Capital Management has bought Wellian Investment Solutions, for an undisclosed sum, in an effort to add discretionary management to its suite of offerings.

UK Ombudsman reports rise in SIPP complaints

Investment | news 19 May 15

UK Ombudsman reports rise in SIPP complaints

The UK’s Financial Ombudsman Service (FOS) has reported only a slight rise in complaints about investment-linked products in the latest financial year, but said there had been a significant increase in problems reported by people with self-invested personal pensions (SIPPs).

China opens door further by clarifying ‘beneficial ownership’

Asia | news 19 May 15

China opens door further by clarifying ‘beneficial ownership’

The China Securities Regulatory Commission has said Northbound investors buying through the Stock Connect enjoy proprietary rights, clarifying a key outstanding issue for foreign investors.

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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.