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Best Practice | News 16 Mar 18

US to shut $11bn offshore voluntary disclosure programme

The disclosure scheme that allows US taxpayers hiding offshore accounts to come clean and face more lenient penalties will close in September 2018, the Internal Revenue Service (IRS) announced this week.

Asia | News 16 Mar 18

Hong Kong regulator targets big guns

In separate moves, Hong Kong’s Securities and Futures Commission (SFC) this month has gone after UBS, Deutsche Bank and brokerage firm CLSA for regulatory breaches.

Best Practice | News 15 Mar 18

DB transfers will ‘come to a head’ when stock market falls

When markets fall, consumers who have transferred out of a defined benefit (DB) scheme and started accessing their pots could potentially face a crisis in their retirement, a director from advice firm Tuto Associates has argued.

Best Practice | Analysis 15 Mar 18

Is it the end for the traditional life insurance model?

Phoenix Group’s acquisition of Standard Life’s insurance arm is “testament to the current re-shaping of the UK life insurance industry” and the “break-up of traditional models”, the group’s chairman said.

Best Practice | 15 Mar 18

Zurich Int’l Life rolls out online portfolio management tool

Advisers and their clients will be able to digitally rebalance investments using a digital offering launched by Zurich International Life.

News 14 Mar 18

Google bans cryptocurrency ads in high-risk product crackdown

Online advertisements promoting cryptocurrencies and initial coin offerings will be banned on Google, the tech giant has announced.

Analysis 13 Mar 18

Could Dodd’s marriage trigger an IHT review?

The marriage of late comedian Ken Dodd to his long-term partner, and the fact that HM Revenue & Customs lost out on nearly £3m ($4.2m, €3.4m) as a result, has prompted questions about the timing of financial planning, especially so-called “deathbed planning”.

Gallery 13 Mar 18

Asset management chiefs share six industry concerns for 2018

The asset and wealth management industry is about to usher in a period of disruption, with cyber security threats a big concern, chief executives across the sector have warned.

News 13 Mar 18

Comedian Dodd bows out with another tax dodge

The final joke was on the UK taxman, as Liverpudlian comedian Sir Ken Dodd married his partner of more than 40 years just days before his final curtain, ringfencing his fortune from IHT.

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