FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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Regulation

tug of war

To disclose or not disclose?

This article provides the background to DOTAS, including the recent changes announced in Finance Bill 2013, and explains when an IHT scheme must be disclosed to HMRC.
Child money

Protecting your client's money

Protection surrounding offshore investment products has multiple layers. This article explains how the different layers of investor protection available through Old Mutual International provide security for your client’s investments.

Financial Adviser Verification