Establishing a family office in the UK for an overseas family
Running a UK family office has unique issues, says Irwin Mitchell Private Wealth’s Alex Ruffel
Author: PA Adviser
-
-
How advisers can best utilise technology
Picking the right technology and, perhaps more importantly, using it correctly, has become essential for advisers when doing business. There has been some recent innovation in the industry, while back-office systems, client interaction tools and platforms have undergone significant change. This trio of change directly influences the adviser process, placing it at the centre of the…
-
The UK pension dashboard debate
Grasp the issues the dashboard raises for advisers and learn what would make it a success
-
The challenges hitting offshore markets
Nearly 80 life companies have disappeared since the late 1980s
-
What you need to know about exchange-traded funds
Grasp the merits of exchange-traded funds and learn about new ETFs coming to market
-
Fund Selector Middle East 2018 awards photo gallery
Here are photos from the Fund Selector Middle East awards event held in Dubai on 12 November 2018
-
Exploring residency/citizenship through investment
There is an ever-growing interest in citizenship-by-investment programmes (CIPs) and investment residence permits (IRPs) from high net-worth individuals. The chief source of enquiries is from countries whose citizens do not have visa-free travel and/or who would like an alternative passport to travel and/or a location in which to reside in the event of political or…
-
How best to advise an expat returning home to retire
The following case study focuses on a familiar scenario and highlights the importance of international financial advice when moving to and from your home country.
-
Good practice guide to income drawdown, Part 2
This is part 2 or a two-part CPD article about income drawdown. In 2015 the introduction of ‘pension freedoms’ was a game changer for the retirement income market, moving existing pension savings from a source of income in retirement to a financial planning vehicle, says Keith Richards, chief executive officer at the Personal Finance Society.…
-
Good practice guide to income drawdown, Part 1
Understand the risks with choosing income drawdown, how advisers can add value to retirement plans
-
Is Mifid II working?
Mifid II has proved every bit as problematic as we feared. The development budget consumed across providers, advisers and discretionary fund managers (DFMs) in the lead-up to launch amounts to more millions than anyone cares to add up. And the spending hasn’t stopped.
-
WHAT YOU NEED TO KNOW ABOUT OFFSHORE BONDS
Personalised portfolio bonds (PPBs), often promoted simply as offshore bonds, have a place in the toolkit of all IFAs providing advice to expats that need to move from country to country, and who require a wide range of investments and various tax benefits. While financial planners should never put themselves forward as tax advisers, deferred…