Thun Financial's Farmer and Michelin move to Walkner Condon

Less than three months after Madison, Wisconsin-based Thun Financial revealed that it was in advanced talks to be acquired by one of the largest one of the largest Registered Investment Advisory (RIA) firms in the U.S., two members of its expat-focused wealth management team have moved to another Madison-based firm with an expat-American business, Walkner Condon Financial Advisors. 

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UK FATCA challenger 'Jenny' latest: Request to HMRC to waive 'adverse party costs'

Lawyers acting on behalf of the U.S.-born FATCA complainant known as "Jenny", who had been considering whether to go ahead with a challenge to the UK’s Information Commissioner’s Office's May 29 decision not to uphold her crowd-funded complaint over the way her personal data has been sent to the U.S. by British entities in recent years, have formally requested that HM Revenue & Customs agree to waive any so-called "adverse party costs", in the event that Jenny were to go ahead with her challenge – and lose.

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‘Retrocessions’: Does your Swiss bank owe you money?

Americans, Brits and others with Swiss bank accounts prior to 2012 are being warned that time is running out for them to get back any hidden commissions they may have paid.

This comes in the wake of a recent Swiss Supreme Court ruling which updated four earlier decisions, and which, some say, has shone a timely spotlight on a little-known virtual pot of unclaimed cash…

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Opinion

Tax Foundation: Joe Biden’s plan to address 'offshoring' comes with contradictions 

Tax Foundation: Joe Biden’s plan to address 'offshoring' comes with contradictions 

Last week, American voters – and business executives, onshore and abroad – finally got a look at Democratic presidential candidate Joe Biden's thoughts about how he planned to change the...

Sep-16-2020