Top international queries from financial advisers
Inheritance tax, property trusts, moving abroad and chargeable gains questions are among the most common
Analysis
-
-
Three UAE advisers spell out ‘crying need’ for non-stereotypes
Industry-recognised qualifications are essential for long-term professional client relationships
-
Reflections on South Africa’s expat tax
Old Mutual International’s tax expert, David Denton, breaks down what people need to know
-
NRI advisers take exception to blacklist reputation
There has been ‘a mushrooming’ of independent adviser firms in the past two years
-
Heavy cull predicted of ‘unprincipled advisers’ in the UAE
The move is triggered by draft financial regulations to curb mis-selling of investment products
-
Brazil vs Mexico – which is the better bet?
Both have new presidents intent on bringing big changes, writes EFG Asset Management’s Moz Afzal
-
Advisers react to UAE regulator’s draft commission rules
‘Grey area’ for NRI advisers selling portfolio bonds, says accountancy institute’s Mahmood Bangara
-
Triple boost for NRIs to invest in property after tax shake-up
Tax breaks, low prices and cheaper home loans are key factors
-
First State cuts exposure to Indian small and mid-cap stocks
High level of cash in the portfolio, says manager of its Indian subcontinent fund
-
NRIs get no major direct benefit from interim Indian budget
Personal income tax ceiling and tax deducted at source (TDS) threshold on interest income from deposits is raised
-
Waning NRI investment appetite hits advisers
Smaller adviser firms face ‘grim situation’, despite speculation more India brokers to target NRIs
-
How much do advice firms advise on?
International Adviser research reveals a sharp divide in the size of advice firms