The unknowns and knowns for UK equities
Amid all the uncertainty surrounding sterling and the UK economy, what is clear is the potential that this type of environment creates for talented active managers to generate alpha for their clients.
Analysis
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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.
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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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Has German election killed the European Spring?
Many fund managers dismissed the historical German election results as “insignificant for markets”, but they have failed to consider its impact on the status quo and the possible reversal of recent political trends.
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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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Analysis: A new regulatory era in the Middle East
As the pace of regulatory change in the Middle East shows no sign of letting up, many operators within the region are predicting unprecedented change for financial services.
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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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Wealth managers swap cash for bonds as caution persists
Having hit a high of 9% in June, wealth managers cut their weighting in cash to 6.99% in the past three months in the Trustee MPI low-risk mandates.
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Analysis: Nexus targets expats amid big changes in Asia
A major international life company acquisition, a Singapore advice firm pushing into the expat space and a new insurance regulator in Hong Kong mean more change for Asia.
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Analysis: How should expats prepare for post-Brexit times?
One key focus in the highly charged and frustrating negotiations between London and Brussels is aimed at securing a deal to protect the rights of those already living abroad.
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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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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.