FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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VAT & Portfolio Management Services

This article provides a summary of the recent Opinion of the Advocate General in the case of Finanzamt Frankfurt am Main V-Höchst v Deutsche Bank AG (Case C 44/11).
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You can run, but you can’t hide

UK HM Revenue and Customs (HMRC) have made it very clear that it is not acceptable for those with overseas assets to not pay UK taxes where they are liable to do so. This article explains the measures the UK Government has put in place and the effect these measures have on UK taxpayers.
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There's no escaping FATCA

By introducing FATCA, the US hopes to gather a sizeable amount of tax owed by US persons. Gordon Andrews tells us more.
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Common Reporting Standards Part 3

What action needs to be taken? Background to the Automatic Exchange of Information and the Common Reporting Standards (CRS)
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Common Reporting Standards Part 2

Who is affected and what are the timescales? Background to the Automatic Exchange of Information and the Common Reporting Standards (CRS)
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Common Reporting Standards Part 1

Background to the Automatic Exchange of Information and the Common Reporting Standards (CRS)
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Rules of Intestacy

This article explains how your estate will be distributed under the laws of England and Wales. It also touches briefly on how this differs from the laws of Scotland and Northern Ireland.
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UK Intestacy rules

From 1 October 2014, the UK intestacy rules have been amended by the Inheritance and Trustees’ Powers Act 2014. 
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IoM policyholder protection case study

The following case study provides an explanation on when a policyholder of a policy held with an Isle of Man insurer may or may not be covered under the Isle of Man Life Assurance (Compensation of Policyholders) Regulations 1991.

Financial Adviser Verification

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