News
TheWealthNet - Oakglen Wealth Planning appoints Jersey financial adviser
15+ hour, 17+ min ago (167+ words) Oakglen Wealth Planning (OWP), the financial planning arm of Oakglen Wealth, has appointed Scott Cullinane as financial adviser in its Jersey advisory team. Mr Cullinane joins OWP with experience in delivering financial planning advice to private clients, families and business…...
EPrivateClient - Australian trust reporting rules to change from July
1+ day, 14+ hour ago (213+ words) From 1 July 2026, the Australian Taxation Office (ATO) will update its reporting requirements for trusts, as part of its wider "Modernisation of Tax Administration" Systems (MTAS) programme. The programme, which will be delivered in a phased approach, aims to streamline the…...
EPrivateClient - Adviser conversations linked to higher charitable giving in Wills
4+ day, 13+ hour ago (213+ words) Professional advisers play a critical role in shaping clients" decisions to include charitable giving in their Wills, according to new research from Remember A Charity. The research, which was based on a survey of more than 2,000 UK charity supporters, aged…...