Financial planning
Financial planning | 8 Apr 24
Canada suddenly ditches rule that trustees of bare trusts must file a return
Over the coming months, the CRA will work with the Department of Finance to further clarify its guidance
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
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
Cyprus investment firms warned to be ‘complete, truthful’ when advertising in Portugal
The advertising they carry out must include their ‘entity identification’, regardless of channel used
HMRC reveals QROPS transfer changes in 11th hour lifetime allowance abolition update
Technical changes made through a second set of regulations will be effective from 6 April 2024