Arming Advisors for Success in a Post-2020 World
Well-defined plans and smarter tools ensure relevance in a rapidly changing financial landscape.
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2116 articles found
Peter Hargreaves and Leonie Schroder were two of the UK's biggest taxpayers – reports
The Sunday Times Tax List 2021
First fund in Guernsey for global venture capital investors
Partner Tom Carey led Carey Olsen's investment funds team on advising RTP Global, working alongside onshore counsel DLA Piper.
Quilter merges away fund range as outflows mount
Quilter Investors is merging its suite of Generation portfolios with its Monthly Income range to ‘safeguard customers’ investments’ following steep outflows.
OECD issues updated guidance on the tax treaty implications of the COVID-19 pandemic
The guidance is relevant only to circumstances arising during the COVID-19 pandemic
How financial services providers can prepare for new AI regulation in Europe
Financial services providers should prepare for the changes forthcoming.
Capital Gains Tax changes could impact small business owners
Chancellor may renew focus on the tax to help foot the COVID-19 bill
EFAMA outlines strategy to improve ELTIF regime
From that perspective, the ELTIF Regulation has failed to meet its objective of boosting European long-term investments in the real economy.
Swiss Criticized Over Money Laundering Lapses
The so-called Corruption Perceptions Index (CPI) doesn't factor in how well countries combat money laundering.
Year-end tax planning: Taking the right steps for your business
As tax year-end approaches, it’s important for owners of small businesses to make sure they’re making the most of their allowances.
Brexit – ESMA reminds firms about MiFID rules on reverse solicitation
This stands regardless of any contractual clause or disclaimer purporting to state, for example, that the third country firm will be deemed to respond to the exclusive initiative of the client.
The Status of EU–UK Data Flows Following Brexit
The transfer of personal data will be subject to a separate adequacy decision from the EU due in early 2021.