Managers of Wealth

New land wealth levy could cut stamp duty for homebuyers

The “Extreme Land Wealth Levy” would apply only to individuals with national land portfolios valued above $20 million – targeting roughly the top 1 per cent of households by wealth.

US Tax on a UK Pension Lump Sum: Rates, Reporting, and Mitigation Strategies

This risk is often more pronounced if no UK tax is withheld, in which case no foreign tax credit (FTC) may be available.

Could you turbo-charge your pension before the tax-year end?

Pension tax relief remains a crucial benefit for the UK’s earners and savers, and the end of the tax year on 5 April forms a deadline for those looking to top up their retirement pots.

Great Wealth Migration Accelerates With 35% of HNWIs Eyeing Lower-Tax Havens

This surge confirms that the “Great Wealth Migration” is accelerating, with enquiries spiking on tax residency, domicile shifts, second residencies, and corporate realignments.

Zuckerberg said to join billionaires fleeing California for Florida enclave over proposed wealth tax

Residents of the ultra-secure enclave include Mr Jared Kushner, his wife Ivanka Trump, Mr Jeff Bezos, Mr Carl Icahn and Mr Tom Brady.

What does Fed policy mean for investors?

The timing of the next rate cut may be delayed by stronger growth data and early signs of stabilization in the labor market, but the likelihood of further easing increases the importance of putting excess cash to work for investors.

Epstein advised Rothschild CEO during Luxembourg money-laundering probe

Emails show private bank’s leader alerted convicted sex predator Jeffrey Epstein as Luxembourg acted over 1MDB scandal

What's new with personal taxes in 2026?

2026 taxes: What's changing and why it matters

FCA stops Advantage Wealth Management Ltd from carrying out regulated activities and imposes assets restriction

The action follows concerns that AWM is not being managed in a way that ensures that its affairs are conducted in a sound and prudent manner.

Private equity must be wary of regulators amid wealth deal spree

The increasing regulatory burden has become a challenge for buyers, a leading investor in the sector says

Citi rejects harassment claims against wealth head Andy Sieg

Carreon’s lawsuit accuses Sieg of ‘spurring on a campaign of unrelenting and egregious sexual harassment, manipulation, and grooming’ against her.

Investigations against Deutsche Bank

The German Federal Criminal Police Office has conducted raids at Deutsche Bank branches in Frankfurt and Berlin.

Citigroup hit with lawsuit alleging ‘weaponized’ HR, hostile culture at wealth unit

Former senior wealth management executive’s accusations target Andy Sieg and an HR department that ‘reeks of institutional misogyny.’

Federated Hermes to open Hong Kong office

The US asset manager is seeking to expand its Asian footprint, honing in on the region's wealth and institutional markets.

Restructuring without applause: Bollinger cleans up at Julius Baer

The new Julius Baer CEO is consistently severing ties with external consultants.

Capital Gains Tax receipts for 2025 fall 8.4% to £13.65 billion

HM Revenue and Customs data released today showed that Capital Gains Tax receipts for 2025 were £13.646 billion, down from £14.900 billion in 2024 – a fall of 8.4 per cent.

Edelman Calls Prime Capital’s Request to Pause Lawsuit a 'Transparent Delay Tactic'

The wealth management firm argues that halting litigation would allow Prime Capital to continue its alleged recruitment of Edelman planners.

Scottish Budget: income and wealth tax changes explained

Scottish taxpayers face different rates and bands of income tax for most of their taxable income.

Bill Gates’ $8 Billion Divorce Payout Revealed

At the time, both parties chose to keep the financial terms private, making the recent disclosures one of the clearest glimpses yet into how the settlement was structured.

Billionaires Are Exiting California Ahead of a Possible New Wealth Tax

The measure would cause a 5 percent levy on those with a net worth in the 10 digits.

Legal,Regulation,Tax & Compliance