Wealth management employee class action settlement reaches $25.5m accord
This class action settlement will benefit more than 4,400 current and former wealth management employees.
Legal
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Slashed CGT thresholds trigger hike in clients needing support
According to the latest HMRC data, 359,000 individuals were liable to CGT in 2023/24, up marginally from 355,000 the tax year prior.
The tariff genie will not go back in the bottle
The Supreme Court is currently considering the legality of tariffs imposed by President Donald Trump under the International Emergency Economic Powers Act (IEEPA).
Could an exit tax in the UK accelerate moves to Jersey?
The idea of a 20% levy on unrealised gains from UK business assets has sparked concern, curiosity and, in many cases, action.
The FCA survey questions stressing out wealth boutiques
Earlier this year the financial watchdog sent out the third iteration of its annual information request to the wealth and stockbroking sector.Earlier this year the financial watchdog sent out the third iteration of its annual information request to the we
Carey Olsen lawyers recognised in the 2025 Spear’s 500 rankings
Bernadette Carey, partner in the firm’s Cayman Islands office, has been named Top Recommended in the Trusts, Structuring & Offshore category.
Lawrence Stephens announces the launch of LS Private
Acting as a single point of accountability, LS Private coordinates the full ecosystem of legal, financial, and personal affairs ensuring that every adviser, asset, and decision is aligned.
Switzerland seals deal slashing US tariffs
The agreement, which follows a Swiss business delegation visit to the White House, improves the outlook for the Swiss economy.
It’s Harvest Time: Advancing Tax-Aware Portfolio Management for Wealth Managers
Yet in modern wealth management, tax loss harvesting is no longer a once-a-year exercise.
Banks: Regulation as a source of innovation?
Objectway has developed a collaborative approach to regulation
One in eight business chiefs set to leave UK over tax burden
Among those planning to relocate a third (33%) said they will also move their business abroad, with another third looking to move as individuals, while the rest plan only to move their businesses.
DFM launches MPS for US citizens caught in tax ‘catch-22’
David James Wealth USA has launched a model portfolio service for US citizens living in the UK facing the risk of double taxation on their fund investments.