Utmost’s Marc Acheson has warned of the unintended consequences of HMRC extending the Uncertain Tax Treatment (UTT) regime. The UTT rules were first introduced in 2022 to close the tax gap – the ...
The UK's financial regulator, the Financial Conduct Authority (FCA), is conducting a review into the support offered to berevead customers by advice firms, platforms and wealth management firms, it ...
Brian Spence, founding partner of HSP Consulting, shares his experience of leaving his UK advice business and moving to Vietnam, and what he learned in the process. I was born in Sunderland — a city ...
The Isle of Man Financial Services Authority is launching a consultation on proposals to introduce a ‘legitimate interest’ route to access beneficial ownership information in the Isle of Man. The aim ...
Simplybiz has launched its own adviser academy, which it says will presents a comprehensive talent, training, and development solution designed to help advice firms attract, develop and retain new ...
There's a version of this conversation that happens a lot in financial services. An adviser, usually a good person with genuine intentions, explains why they recommended a particular product. The ...
The FCA has changed the rules around crypto exchange traded notes (cETNs) allowing retail consumers access to the products. The regulator initially banned the sale of cETNs in January 2021 but ...
As we look ahead to the fourth annual II Latin America Forum 2025 which is to be held in São Paulo, Brazil, on September 17, 2025 we present some highlights of 2024 event, which was held in Montevideo ...
IQ-EQ has announced the acquisition of institutional cross border fund platform Gordian Capital as part of its global expansion strategy. Gordian CEO and co-founder Mark Voumard will continue to head ...