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Accountants Urge IRS To Simplify Foreign Pension Reporting 5/24/2012 The New York State Society of Certified Public Accountants is calling on the US Internal Revenue Service to provide a simplified method of electing deferral of US taxation on Canadian pension plans, and is requesting additional guidance on the taxation of foreign retirement and pension plans due to consumer confusion over the filing procedures required by such programs.
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Ireland, US In Talks Over FATCA 5/1/2012 Ireland and the United States are in talks to establish a common approach to the Foreign Account Tax Compliance Act, drawing on domestic and international tax legislation and treaties.
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IoM 50C Pension Scheme Falls Foul Of New QROPS Rules 4/16/2012 The Isle of Man government has responded to the recent update to UK rules regarding
Qualifying Recognised Overseas Pension Scheme, which now excludes transfers to
structures under Section 50C of the Income Tax Act 1970, known as 50C pension
schemes.
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Offshore QROPS Domiciles Stunned At HMRC's Last-Minute Change 4/12/2012 The UK tax authority, HM Revenue and Customs
has indicated that tax
relief available on pension transfers, under so-called Qualifying Recognised
Overseas Pension Scheme structures, will no longer be available unless the Scheme
is offered within the territory in which the expatriate is newly resident, putting
a multi-million offshore industry at jeopardy.
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Guernsey Wealth Management Promoted In India 3/23/2012 Guernsey's offerings as a wealth management domicile were promoted at the India Wealth Forum, held recently in Delhi and attended by Guernsey wealth management
firm Nerine Group of Fiduciaries.
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UK QROPS Proposals 'Grossly Unfair On Guernsey' 2/29/2012 Changes to tax regulations that aim to clamp down on the mis-selling of qualifying recognized overseas pension schemes will disproportionately affect Guernsey, which has a completely clean QROPS record with the UK tax authority, HM Revenue and Customs, according to a leading Guernsey QROPS provider.
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Guernsey Prepared For Change To UK QROPS Rules 2/7/2012 Guernsey Finance - the promotional agency for the island's financial services
industry has confirmed that the Guernsey government will act to protect local
providers of QROPS pension arrangements if the UK tax authority, as expected,
pushes ahead with changes to its QROPS regime, expected to be introduced from April 6, 2012.
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Irish Pensioners Facing Tax Hit 1/9/2012 115,000 Irish pensioners are to be hit by unexpected tax charges after new information came to light regarding inaccuracies in figures held across different government departments.
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IoM Public Sector Pension Overhaul Praised 11/22/2011 The new Chairman of the Isle of Man's Civil Service Commission, Alfred Cannan,
has thrown his weight behind proposals from the Manx government to reform public
sector pensions.
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Canada Approves Use Of BSX Securities In Retirement Savings Plans 11/17/2011 The Bermuda Stock Exchange has announced that the Minister of Finance for Canada has approved the addition of the exchange to the list of designated exchanges under Canada's Income Tax Act.
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Gibraltar Clarifies Tax Position Of UK Pensions 11/8/2011 The Gibraltar government has dismissed the possibility that the authorities could
enter into an agreement with the UK government to allow Gibraltar residents in
receipt of a UK pension to receive tax exemptions now available on Gibraltar pensions.
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Philippines Issues Retirement Account Tax Regulations 11/4/2011 The new revenue regulations to implement the tax provisions of the Personal Equity
and Retirement Account Act have been issued by the Philippines Bureau of
Internal Revenue.
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UK Tax Relief Changes To Hit Pension Contributions 10/17/2011 Self Invested Pension Plans and Small Self Administered Schemes will see their fund flow reduced as a result of reductions in tax relief, new research has revealed.
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Switzerland Reaches Out To Over-Taxed HNWIs 10/6/2011 Swiss cities including Bern, Lausanne, Lugarno and Lucerne have launched a new marketing campaign promoting the low taxes and the business benefits of moving to Switzerland, targeting UK companies and wealthy individuals suffering from a serious case of the fiscal blues.
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IoM Firms Alerted To Anti-Terror Law 8/1/2011 The Insurance and Pensions Authority of the Isle of Man has alerted licenceholders
to the recently-approved Prevention of Terrorism Financing Code 2011, which
was adopted by the island's legislative assembly, the Tynwald in July 2011,
and comes into force on September 1, 2011.
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Fairbairn Trust Recognized For QROPS Offering 6/30/2011 Guernsey-based The Overseas Pension, the QROPS from Fairbairn Trust has scooped Professional Adviser’s International Fund and Product ‘Best QROPS Provider 2011’ Award.
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UK Tightens Pension Tax Rules 5/27/2011 The UK has launched two major new pensions tax policy initiatives, engaging in public consultation over plans to overhaul the rules on employer asset-backed contributions to certain pension schemes, and publishing draft legislation aimed at closing a loophole for UK residents transferring pension savings overseas.
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New Zealand Considers QROPS Code Of Conduct 5/12/2011 Qualifying Recognized Overseas Pension Scheme providers in New Zealand, having come under recent scrutiny by the regulator, are now working together to develop a voluntary code of practice for both product suppliers and advisers.
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Investors Reassured After HMRC's QROPS Attack 5/4/2011 Investors should not be deterred from investing via a Qualified Registered Overseas Pensions structure after the UK tax authority, HM Revenue and Customs, closed a tax loophole created by a new double taxation treaty with Hong Kong, according to a leading offshore pension provider.
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Temporary Pension Holiday Ends For Cayman Islands 4/25/2011 The Cayman Islands's temporary one-year pension contribution suspension is to end, affecting private sector employers, employees, and self-employed individuals.
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Guernsey Consults On Foundations Law 4/15/2011 Guernsey’s Commerce and Employment Department has published a consultation
document on draft legislation providing for the proposed introduction of the
foundation company form in Guernsey.
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UK Targets Overseas Pension Tax Loophole 4/8/2011 The UK has extended its crackdown on overseas tax avoidance with the closure of what the Treasury has labelled an unintended loophole for UK residents transferring pension savings overseas.
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Guernsey QROPS Code of Practice Published 4/7/2011 The Guernsey Association of Pension Providers has noted the publication of
a 13-page Code of Practice document, on March 31, as a guide to best
practice on the operation of Qualifying Registered Overseas Pension Schemes in Guernsey.
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Guernsey's Future Lies In Emerging Markets 2/23/2011 Debate at a recent forum on trusts in Guernsey has highlighted how the local trust
sector is increasingly looking to explore opportunities in emerging markets, according
to Peter Niven, the Chief Executive of Guernsey Finance – the promotional
agency that represents the island's financial services industry.
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Guernsey Finance Endorses QROPS Code 2/9/2011 Guernsey Finance – the promotional agency for the island's financial
services industry – has welcomed the publication of a new code of practice
for local Qualifying Recognized Overseas Pension Schemes providers as
demonstrating the island's commitment to excellence in pensions.
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Guernsey Association Publishes QROPS 'Best Practice' 2/3/2011 The Guernsey Association of Pension Providers has published a Code of Practice
as a guide for members on best practice in the establishment and operation of
Qualifying Registered Overseas Pension Schemes in Guernsey.
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IoM Details New Pension Schemes 11/1/2010 The Income Tax Division of the Isle of Man Treasury have published three practice
notes on changes to the island’s pension schemes.
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Guernsey QROPS Masterclass Successful 9/20/2010 Guernsey Finance, the promotional agency for the island’s financial
services sector, has announced a strong turnout, of 60 delegates, at the
Guernsey QROPS seminar, held on September 8 in Manchester.
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Japan, Cayman Islands Initial Tax Agreement 5/28/2010 The governments of Japan and the Cayman Islands have initialled a comprehensive
double tax agreement with provisions to allow for the exchange of tax information
in civil and criminal tax matters, in line with the jurisdiction’s commitment
to improve transparency with third nations.
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Caymans Warn Of HIRE Act Implications 5/11/2010 US citizens living and working in the Cayman Islands will need to familiarize
themselves with new legislation that affects their tax obligations, Cayman Finance
has said. The rule changes apply to all of those people living in the jurisdiction with US citizenship.
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New Zealand Studying Set Up Of Overseas Pension Fund Hub 2/16/2010 New Zealand’s Prime Minister, John Key, has disclosed that the government
is studying one of the recommendations of the Capital Markets Taskforce in December
last year, that New Zealand has the opportunity to become a significant player
in specialized financial service niches in the Asia-Pacific region.
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