Analysis
Profiles & Comment | analysis 14 Jun 13
is it time for a platform of platforms or simply
Platforms have fast become a staple of financial advice. The job now is to ensure clients are getting the best value from them, says London & Colonial’s Adam Wrench.
Profiles & Comment | analysis 6 Jun 13
uncertainty its the new black
Recent rhetoric by the UK on cutting ties with Europe is causing instability for British Crown Dependencies however, says Guardian WM’s David Howell, it is also pushing them towards greater transparency.
Profiles & Comment | analysis 29 May 13
the ldf vrs the isle of man disclosure
A little-noticed aspect of the UK's "FATCA" agreements with its three Crown Dependencies is that they are to be accompanied by "tax amnesty" schemes designed to encourage take-up. Here,Crowe Clark Whitehill's John Cassidy looks at how the first of these stacks up next to the LDF.
Profiles & Comment | analysis 29 May 13
an isle of man view of fatca
The UK Treasury estimates that tax evasion costs HM Revenue & Customs £4bn a year, which has prompted their championing of the US Foreign Account Tax Compliance Act (FATCA).
Profiles & Comment | analysis 24 May 13
doing it by the book business strategies
The first three months with a new company is crucial for the trainee wealth manager. Ensuring that you have a clear system in place to provide support and guidance for new recruits is vital, yet often overlooked, says Globaleye chairman Tim Searle.