Ten technology challenges facing financial advisers
Find out which are the 10 most disruptive technological forces that are affecting the financial services industry, and what financial advisers need to do to avoid perishing in the new world order.
Author: Mark Battersby
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The best way forward for fees and commission
A road plan for adviser remuneration is set out by Phil Billingham in the first of a new series looking at how to thrive amid ongoing regulatory change, including reactions from three IFAs across the globe.
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Case study: how trusts can shield non-doms from new rules
With the UK Government now implementing tougher rules for non-doms, RL360°’s head of technical services Neil Chadwick explores the implications and possible solution using a multi-jurisdictional case study.
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Four countries that slash non-dom IHT bills
Four countries have long-established tax treaties that give UK-non-doms from these jurisdictions a hugely advantageous opportunity to minimise paying inheritance tax on their worldwide assets.
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How are financial advisers adapting to tougher regulations?
Some advisers may move their businesses to dodgy jurisdictions while others will have to meet a long list of new requirements, as the world ratchets up its regulatory hold on the financial services industry.
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Fresh pension freedoms inquiry targets scammers
The influential UK Work and Pensions Committee launched an inquiry on Wednesday focused on the risk of savers being scammed after the introduction of pension freedoms.
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Analysis: Reasons to be cheerful for offshore bonds into UK
As the headlines focus on the twists and turns of the Brexit talks, is there reason to be cheerful about offshore bond sales into the UK, and could there even be a renaissance for this long-standing HM Revenue & Customs-approved tax wrapper?
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Winners of International Adviser Life Awards 2017
The International Adviser International Life Awards 2017 were announced on Thursday at London’s The Langham Hotel during a dinner held after our flagship life industry conference, the Fund Links Forum.
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Conflict of views on offshore bond IHT rules vexes adviser
Two international life companies gave conflicting views on the tax treatment of offshore bonds to chartered financial planner Patrick Murphy, of Zen Wealth, in his quest to offer fee-based advice for his UK domiciled clients who have been tax resident in Spain for 10 years.
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Advisers in UAE face tougher environment for financial planning
The chief executive of a leading UAE advice firm has warned that increased regulation will reduce the survival prospects for many financial consultancy firms in the Emirates if the obvious warnings from regulators are ignored.
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Harlequin open to bad advice claims after Ucis ruling
Clients of UK advisers who claim they were mis-sold the collapsed Harlequin Caribbean property Ucis investment may be eligible for financial redress from the UK’s Financial Services Compensation Scheme (FSCS).
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HMRC deadline pushed back for trusts tax planning register
HM Revenue & Customs has given a two-month extension to an October deadline for trusts to be registered, following complaints that the original date did not give enough time to complete registration.