May 30, 2013
Millionaires’ Top Three Financial Regrets premium
High-net-worth individuals’ top financial regret is not having put in place a regularly reviewed personal financial plan earlier in life, thats what the results of our international poll published today show.  High-net-worth individuals’ top financial regret is not having put in place a regularly reviewed personal financial plan earlier in life, thats what the results of our international poll published today show.  Read More
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Tax
May 29, 2013
Switzerland backs down on US tax row premium
It appears that Switzerland’s two year battle with the US on the issue of information sharing could be reaching its climax as Bern has seemingly caved in to American demands. It appears that Switzerland’s two year battle with the US on the issue of information sharing could be reaching its climax as Bern has seemingly caved in to American demands. Read More
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May 28, 2013
Another Structured Note Pays Out Early premium
I'm delighted to report that another Structured Note paid out today giving clients just over 20% in 12 months.  I'm delighted to report that another Structured Note paid out today giving clients just over 20% in 12 months.  Read More
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May 24, 2013
QROPS Changes Strengthen Legitimate Transfers premium
HMRC today proposed some new changes to how QROPS are reported.  The changes to QROPS strengthen legitimate transfers in my opinion and make QROPS even more stream for genuine expats.  HMRC today proposed some new changes to how QROPS are reported.  The changes to QROPS strengthen legitimate transfers in my opinion and make QROPS even more stream for genuine expats.  Read More
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May 23, 2013
Will incoming BoE Governor’s plans make retirees poorer? premium
The pension funds of older workers could be dealt another hammer blow whenMark Carney begins his new role as Governor of the Bank of England, I suspect. The pension funds of older workers could be dealt another hammer blow whenMark Carney begins his new role as Governor of the Bank of England, I suspect. Read More
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May 21, 2013
Stand your ground, Ireland, over Apple criticism premium
First it was the multinationals who were ‘named and shamed’ by politicians over their (perfectly legal) tax affairs – and now they’re turning their misguided criticisms and political rhetoric on specific jurisdictions. But Ireland, which is at the centre of this current furore, is having none of it.  And I say well done, to the Emerald Isle!  Well done indeed for having the backbone to dismiss the disingenuous attacks you’re facing about Apple’s taxation. First it Read More
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Tax
May 20, 2013
Outrage over Amazon’s tax is misplaced premium
Amazon, the internet retail giant, is facing fresh criticism from politicians over its tax affairs, after it was revealed that it paid less in UK corporation tax last year than it received in government grants. Amazon, the internet retail giant, is facing fresh criticism from politicians over its tax affairs, after it was revealed that it paid less in UK corporation tax last year than it received in government grants. Read More
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May 15, 2013
Sir Mervyn King’s final report: Reading between the lines premium
The Bank of England’s outgoing governor, Sir Mervyn King, today released his final forecasts before he retires – and the tone is decidedly more optimistic than it has been in recent years. The Bank of England’s outgoing governor, Sir Mervyn King, today released his final forecasts before he retires – and the tone is decidedly more optimistic than it has been in recent years. Read More
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Tax
May 14, 2013
Sharing my thoughts about FATCA on Newsmax premium
This afternoon I was interviewed by influential American news organisation, Newsmax, which has a reach of approximately 8 million, on the highly polemic issue of the Foreign Account Tax Compliance Act, better known as ‘FATCA’. This afternoon I was interviewed by influential American news organisation, Newsmax, which has a reach of approximately 8 million, on the highly polemic issue of the Foreign Account Tax Compliance Act, better known as ‘FATCA’. Read More
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May 14, 2013
UK Pension Deficits Increase Again premium
Research published by Mercer yesterday announced that the combined deficit for pension schemes belonging to FTSE 350 companies increased by £19 billion during April to a staggering £108 billion. That's a year-to-date deficit increase of 50%. Research published by Mercer yesterday announced that the combined deficit for pension schemes belonging to FTSE 350 companies increased by £19 billion during April to a staggering £108 billion. That's a year-to-date deficit increase of 50%. Read More
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May 12, 2013
My interview on BBC Radio 5 Live warning against clone firms scam premium
Following deVere Group’s public championing of the Financial Conduct Authority’s  (FCA) warning against clone firms last week, today I was invited onto BBC Radio 5 Live’s flagship ‘5 Live investigates’ programme to discuss the matter. Following deVere Group’s public championing of the Financial Conduct Authority’s  (FCA) warning against clone firms last week, today I was invited onto BBC Radio 5 Live’s flagship ‘5 Live investigates’ Read More
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May 10, 2013
Success: it all starts with YOU premium
Following my post on Monday which featured quotes from five of the most successful, self-made men of all time, I was asked by a colleague within the deVere Group organisation, what do I think is the ultimate key to success. Following my post on Monday which featured quotes from five of the most successful, self-made men of all time, I was asked by a colleague within the deVere Group organisation, what do I think is the ultimate key to success. Read More
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