Financial planning
Quilter Cheviot International hires trio of financial planners for Jersey office
Quilter Cheviot International had appointed Kevin Speake as head of advice in September
Spain becomes latest country to plan end of the golden visa
Today it was due to launch the process to eliminate the scheme in the weekly cabinet meeting
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