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Financial Services & Tax

Articles

Blacklists - what do they achieve?

Blacklists - what do they achieve?

Given the implications which will inevitably arise from being included in a blacklist of any sort, you might expect a body with the stature of the European Commission to take a more measured approach
A matter of luck?

A matter of luck?

Without sufficient state funding for the Care Act, those in need of care will be left counting on nothing but their lucky stars, warns Maria Meek
Out of reach

Out of reach

What happens when a UK resident client who can no longer manage their financial affairs has assets in Guernsey, ponders Alison MacKrill
A fool's errand?

A fool's errand?

The legitimacy of asset protection trusts is highly questionable given that the Care Act specifically guards against the deliberate deprivation of asset
60-second interview: Daniel Freedman

60-second interview: Daniel Freedman

Daniel Freedman tells PCA that the wealth management industry needs to understand that only solutions can solve problems, not new products
A watchful eye

A watchful eye

The HMRC tax investigation machine is not exclusively targeting high-net-worth individuals; everyone needs to be careful, especially when dealing with inheritance tax, cautions Nick Mendoza
Spoilt for choice

Spoilt for choice

Caribbean international financial centres are markedly improving their offerings to global offshore clients to very good effect
A welcome relief

A welcome relief

The fall in oil prices has been kind to many and it's forecast to support steady growth, but the threat of further shocks is still very real, says Claire Bennison