Industry
Financial planning | 9 Apr 24
Legal experts react to Labour plans to close UK non-dom tax loophole
Reeves said a Labour government would raise just over £1bn in its first year in power by strengthening rules
Quilter Cheviot International hires trio of financial planners for Jersey office
Quilter Cheviot International had appointed Kevin Speake as head of advice in September
Julius Baer International gains CISI chartered firm status
Criteria for achieving this status includes at least 50% of staff in their core area must be individually chartered with CISI
HK Insurance Authority bans ex-insurance agent for three years over ‘betrayal of trust’
The former agent admitted his wrongdoings during the IA’s investigation
Best Practice | 8 Apr 24
Nearly two thirds of HNWIs are unaware of the size of their pension pots
Women were less familiar with their pension pots than men on average