Latest news | 18 Feb 19
HMRC loses pension court case on lifetime allowance
UK taxman’s decision to void fixed protection allowance deemed ‘unreasonable’ in case of genuine error
Implications of offshore non-disclosure rule changes
Understand the issues surrounding offshore non-disclosure for UK and US taxpayers
UK firm buys wealth arm of Falcon Private Bank
The deal will expand its client base and add about $1bn in client assets
High net worths believe in ESG but yet to proactively invest
Canaccord Genuity WM survey finds responsible investing is more important for female clients
Old Mutual International becomes Quilter International
We’re pleased to announce that Old Mutual International became Quilter International on Monday 17 February. Part of the Quilter family since 2018, our new name reflects the brand of our parent company, Quilter plc. Quilter plc has been listed on the London and Johannesburg stock exchanges since 25 June 2018 and is one of the […]