How the pandemic has changed migration trends of the wealthy
VG discusses which jurisdictions are seeing outflows and inflows
Author: PA Adviser
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What investment scams should expats look out for?
Many are ‘well researched and structured’
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How advisers can help business owners with succession planning
Clients may be overwhelmed dealing with the challenges
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How advisers can get investment recommendations right
‘No one wants to pay more than they have to for a given product’
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Investors urged not to sit on covid ‘excess savings’
70% of people want to keep the extra cash they put aside in bank accounts
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How advice firms should deal with vulnerable clients
‘There is a need for extra care to ensure their unique circumstances are taken into account’
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Barrister owed no duty of care to film investors
After they were refused tax reliefs from HMRC
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How pension age rise will impact retirement plans
It ‘is not the end of the changes we will see’ in the sector
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Private capital to remain resilient in the recovery
With passive strategies commoditising the market, traditional asset managers are joining the party
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How self-invested personal pensions are taxed
‘System is potentially set up for the administrative convenience of HMRC rather than the benefit of taxpayers’
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Estate planning headache for Brits in EU
Some countries will have different IHT rates according to beneficiaries’ relationship with the deceased
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Women make up less than a fifth of FCA-approved individuals
President of the PFS discusses the main reasons the industry should tackle the issue