eBooks
The Library provides full text access to a selection of key business and reference eBooks from leading publishers. eBooks are available to logged-in ICAEW members, ACA students and other entitled users. If you are unable to access an eBook, please see our Help and support advice or contact library@icaew.com.
Advising the wealthy client: a handbook for working with the ultra wealthy
Countries are racing to disclose bank accounts to garner more tax income from the ultra wealthy and the politics of being in the “1% club” are not always positive. Yet these are important clients with important needs.
All about investing
Provides inexperienced investors with what they need to know to get started.
All about short selling
How to get started with short selling so that it can be safely worked into an overall investment programme.
Online articles
The Library provides access to leading business, finance and management journals. These journals are available to logged-in ICAEW members, ACA students and other entitled users subject to suppliers' terms of use.
JPMorgan exec says 'Wall Street 2.0' will be better for women
Mary Callahan Erdoes, CEO of asset and wealth management at JPMorgan, delivered a keynote speech reflecting on her career in finance at American Banker's 'Most Powerful Women in Banking' Conference 2023. The article gives quotes from her talk, which discussed the advantages of remote working for women in the workplace, as well as the importance of being curious and becoming a subject matter expert.
Portugal private clients series, part two: Opportunities on the sale of shares of small and micro companies
Ana Carrilho Ribeiro and António Queiroz Martins of Morais Leitão, Galvão Teles, Soares da Silva & Associados report opportunities on the taxation of capital gains arising from the sale of SMCs, in the hands of resident and non-resident individual shareholders.
Portugal private clients series, part one: New Stock Options Tax Regime
In the first article of a two-part series on the tax landscape for Portuguese private clients, Ana Carrilho Ribeiro and António Queiroz Martins of Morais Leitão, Galvão Teles, Soares da Silva & Associados report significant proposed changes to the taxation of stock options.
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