Kames, Pictet, Impax and Vontobel were among the finalists that shone in this year’s Environment, Ethical, Social & Governance (ESG) Investment Awards.
Non-domiciled holders of whole-of life policies may no longer qualify for an exemption of inheritance tax under new HMRC rules, sparking the need for revised estate planning to avoid unexpected tax bills, Skandia has warned.
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Robeco, Pictet, Kames, Jupiter and Impax are among this year’s finalists for the Environmental, Ethical and Social Global Investment Awards 2013.
A stunning set of entries marked Investment Week’s inaugural Fund Services Awards 2013. The awards were held in honour of those service providers that keep the wheels of the fund management industry turning efficiently.
AXA Wealth International head of proposition Simon Willoughby on tax havens that are not tax havens - and stalking Jimmy Carr.
National IFA Positive Solutions has accepted it made a mistake when one of its former advisers recommended a client invest in troubled Harlequin Property - and has offered to pay back the amount invested with interest, IFAonline understands.
With HMRC closing the net on irregularities, it is time for UK taxpayers to resolve outstanding liabilities. DLA Piper’s Simon Airey and Jayne Newton explain the adviser’s role.
A survey of almost 300 Harlequin investors suggests up to 95% were not made aware of the risks of investing in the troubled overseas property company by their agents or advisers.
The pound could be further devalued following Mark Carney's taking office as governor of the Bank of England, with devastating effects for pensioners living abroad, a national IFA group has warned.
The recent defeat by HMRC to levy a 55% tax on investors in a delisted Qualifying Recognised Overseas Pension Scheme (QROPS) is likely to see a further tightening up on overseas pension transfer rules.
The European Fund and Asset Management Association (EFAMA) says recent developments are in danger of scuppering proposals which aim to increase investor protection of Packaged Retail Investment Products (PRIPs).
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