The global shift away from transactional advice
Harnessing the technological revolution to deliver better experiences and outcomes for clients
Author: PA Adviser
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Downsizing property doesn’t mean short-changing heirs
Careful planning means expats can unlock retirement funds from their homes and still leave a legacy
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Big shake-up of Swiss trust regulation
Changes could see costs rise and ramp up consolidation
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Dealing with decumulation complexities
Challenging enough in the UK, it becomes even more complicated when retiring overseas
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Protests are ‘mixed blessing’ for India economy
Fiscal boost more likely in February’s Union Budget according to consultancy Capital Economics
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Best wishes for the festive season
We want to wish our readers all the best for the upcoming holidays
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Digital partnering is an effective solution not a cop out
‘Firms are struggling against a wave of digitisation in the wealth management arena’
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Sting in the tail for Spanish property buyers
Pressure now on UK tax advisers as they have a legal obligation to ensure clients are fully compliant
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Stop looking at succession planning just through prism of IHT
More can be gained by emphasising strategy and governance over tax
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Prodding your centralised investment proposition
To help clients feel empowered to make decisions and feel comfortable taking risks
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Building an alternative pension pot the VCT way
Diversification is a key area for investors who are looking to boost their retirement pot
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Is investing in your own country the best strategy?
Strong home bias is going to affect the level of diversification in a portfolio