News
Best Practice | news 15 Jan 18
French wealth tax restricted to real estate
French residents no longer have to pay a wealth tax on savings and investment income, after sweeping tax reforms came into effect limiting it to real estate.
Offshore firm bolsters Luxembourg and Mauritius offering
Jersey-based corporate, alternative investment and private client services provider Ocorian has completed its acquisition of Luxembourg and Mauritius-based MAS International.
Best Practice | news 15 Jan 18
Next gen clients hungry for financial knowledge – study
Next generation clients believe if they had learnt financial planning skills at school they would have a better life, according to a Money Advice Service report which highlights the key challenges this segment is facing.
Best Practice | news 15 Jan 18
Carillion collapse puts even more scrutiny on DB schemes
Carillion’s imminent liquidation and £587m (€660m, $805m) pension shortfall has put increased pressure on the UK Government to tackle the sustainability of defined benefit (DB) schemes in an up-coming white paper, according to an Old Mutual Wealth pensions expert.
Luxembourg life assurer strikes partnership deal with Feifa
The Federation of European IFAs (Feifa) has struck a deal with OneLife, a Luxembourg-based life assurance company, to provide insurance-based wealth planning solutions to its members.