Why US expats are being left stranded by American investment advisers
There are enough strategies for clients to deal with this issue
Author: PA Adviser
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How CGT changes in Portugal will affect expats
Blevins Franks’ Jason Porter discusses capital gains tax legislation in the European country
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How changes in US retirement laws impacts client advice
They will affect both those saving for later life and those approaching or already in retirement
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What advice clients need to know about volatility
It ‘remains the preferred measure of risk’
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Why Gibraltar is an attractive hub for family offices
Managing large sums of wealth effectively is a ‘demanding job’
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Five benefits of private medical insurance
It can complement the services offered by the NHS
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The importance of domicile in tax planning
QB Partners’ Gerry Brown discusses origin and choice
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How advice firms should attract millennial clients
They need to start future proofing the business
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Will political shifts in the UK reverse pension tax changes?
Advisers might have to act quickly before government is voted out
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Portfolio insights: Video interview with Kris Atkinson
Fidelity International portfolio manager on fixed income outlook, positioning and investment opportunities
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How best can product transparency benefit investors?
Advisers insights about the way providers should approach their clients is ‘particularly valuable’
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What is the future of golden visa schemes?
Investment migration programmes are in high demand