David Denton, Head of Technical Sales, outlines the key considerations for advisers when succession planning for their wealthy clients. Help your clients to plan to pass on their wealth at a time of uncertainty Having accumulated wealth, internationally mobile and high net worth clients then face the matter of succession law and how they…
In this article David Denton, Head of International Technical Sales at Quilter, considers the past and future of pensions and the important need to understand one’s options. Human nature is that we want what we can’t have, and this manifests itself in all walks of life. Making difficult or complex decisions in a timely manner…
The pace and scale of global mobility has accelerated in recent decades, for employment, lifestyle change and retirement. Those with cross border lifestyles, or arriving in counties anew, face increasingly complex regulations, laws and systems of taxation, whilst political agendas such as Brexit might have far reaching consequences. COVID-19 has also displaced people, particularly expatriates,…
In this article, Quilter International’s Head of Technical Sales, David Denton, considers personal taxation of UK pensions for early returners, the viability of overseas pensions when UK tax resident and Lifetime Allowance considerations.
We’re pleased to announce that Old Mutual International became Quilter International on Monday 17 February. Part of the Quilter family since 2018, our new name reflects the brand of our parent company, Quilter plc. Quilter plc has been listed on the London and Johannesburg stock exchanges since 25 June 2018 and is one of the…
