Offshore Investment
Budget pension changes pose tax traps for expats
UK expats are being urged to consider potential tax traps following the Chancellors radical announcement to give savers in UK defined contribution (DC) pension total freedom on how they access their pension pots.
Fund Services Awards now open
Submission deadline 30th May 2014
HMRC launches bid to locate offshore tax evaders
The government has launched an advertising campaign targeting taxpayers with money hidden in offshore accounts.
L&G targets HNW clients of DFMs with launch of tax solutions team
Legal & General (L&G) has set up a small team focused on providing tax solutions to high-net worth (HNW) clients of discretionary fund managers (DFMs) and the advisers who use them.
Do you have an award winning offshore solution?
Now in their 15th year, the Professional Adviser International Fund and Product Awards are now open for entries.
Harlequin chairman's son 'ran £1.6m Ponzi scheme', court hears
Matthew Ames, son of troubled overseas property company Harlequin's chairman David Ames, has been accused of running a £1.6m "Ponzi scheme" under the guise of saving the rainforest, a court has heard.
Investors accuse Irish govt of conspiring in property 'scam' fallout
A group of UK and Irish investors who lost money in a Portuguese property scheme which never built anything, has accused the Irish government of conspiring with the fraudsters, a claim vigorously denied by Irish government agencies.
Embracing change proves a winning formula
An increased focus on governance and social responsibility proved timely for this year's Gold Standard Awards, as interest in how companies in the financial services sector conduct themselves gathers pace
Environment, ethical and social issues take centre stage
Kames, Pictet, Impax and Vontobel were among the finalists that shone in this year's Environment, Ethical, Social & Governance (ESG) Investment Awards.
Skandia: New HMRC non-dom IHT rules spark need for advice
Non-domiciled holders of whole-of life policies may no longer qualify for an exemption of inheritance tax under new HMRC rules, sparking the need for revised estate planning to avoid unexpected tax bills, Skandia has warned.
Finalists announced for 2013 Environmental, Ethical & Social Global Investment Awards
Robeco, Pictet, Kames, Jupiter and Impax are among this year's finalists for the Environmental, Ethical and Social Global Investment Awards 2013.
Fund Services Awards 2013 pays tribute to industry providers
A stunning set of entries marked Investment Week's inaugural Fund Services Awards 2013. The awards were held in honour of those service providers that keep the wheels of the fund management industry turning efficiently.
Stalking Jimmy Carr - comedy in the offshore market
AXA Wealth International head of proposition Simon Willoughby on tax havens that are not tax havens - and stalking Jimmy Carr.
Positive Solutions admits error over Harlequin advice; offers redress
National IFA Positive Solutions has accepted it made a mistake when one of its former advisers recommended a client invest in troubled Harlequin Property - and has offered to pay back the amount invested with interest, IFAonline understands.
Social Investment makes an impact
Add your vote on social investing
Nominations open for Best Fund Service Centre
Nominations are now being accepted for Best Fund Service Centre.
Axa Wealth sales up 68% to £2.5bn
Axa Wealth's total sales increased by 68% over the first six months of the year, while the firm saw strong growth in assets on the Elevate platform and specialist multi-manager business Architas.
Getting ready for Isle of Man RDR
Claire Whitelegg, Deputy Director Funds and Investment Services - Supervision Division, Isle of Man Financial Supervision Commission explains the new standard for Isle of Man Financial Advisers
Harlequin survey: 95% of investors weren't told the risks
A survey of almost 300 Harlequin investors suggests up to 95% were not made aware of the risks of investing in the troubled overseas property company by their agents or advisers.
IFA: Carney's 'forward guidance' could devalue pound by 15%
The pound could be further devalued following Mark Carney's taking office as governor of the Bank of England, with devastating effects for pensioners living abroad, a national IFA group has warned.
HMRC defeat heralds tighter rules for overseas pension transfers
The recent defeat by HMRC to levy a 55% tax on investors in a delisted Qualifying Recognised Overseas Pension Scheme (QROPS) is likely to see a further tightening up on overseas pension transfer rules.
Lack of progress on PRIPs causing concern
The European Fund and Asset Management Association (EFAMA) says recent developments are in danger of scuppering proposals which aim to increase investor protection of Packaged Retail Investment Products (PRIPs).
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