联合王国警告投资者不受管制的提供;现已对非居民统一了养恤金一笔总付税的税收规则。
UK warns investors on unregulated offerings; tax rules for pension lump sums now uniform for non-residents.
联合王国的FCA警告投资者不受管制的公司提供高风险服务,并强调退休收入咨询方面的缺陷,敦促公司改进数据收集、风险分析和可持续退出规划。
The UK's FCA has warned investors about high-risk offerings from unregulated firms and highlighted deficiencies in retirement income advice, urging firms to improve data collection, risk profiling, and sustainable withdrawal planning.
HMRC确认的非居民现在将面临与英国和欧盟/欧洲经济区居民一样的养老金一次性总付税规则。
HMRC confirmed non-residents will now face the same tax rules on pension lump sums as UK and EU/EEA residents.
PIMFA批评拟议的继承税改革是行不通的,有可能伤害悲痛的家庭,而ARIA私人客户则扩展到爱尔兰、葡萄牙和西班牙。
PIMFA criticized proposed inheritance tax reforms as unworkable, potentially harming grieving families, while ARIA Private Clients expanded into Ireland, Portugal, and Spain.
Sun Life任命Ghosh在亚洲和百慕大领导其高净值业务,汇丰银行在阿联酋开设了一个财富中心。
Sun Life appointed Ghosh to lead its high-net-worth business across Asia and Bermuda, and HSBC opened a wealth centre in the UAE.
Hoxton财富公司发起了一个家庭福祉方案,工业领导人继续呼吁在不断演变的规章条例中制定更明确的标准。
Hoxton Wealth launched a family well-being programme, and industry leaders continue calling for clearer standards amid evolving regulations.