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.
Analysis
-
-
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.
-
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.
-
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.
-
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?
-
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.
-
ANALYSIS: Why a world of low-returns is here to stay
Is 5% all an investor can hope for in returns over the next 10 years? With both investment managers and the regulator singing from the same hymn sheet, it appears this may well be the case.
-
Analysis: Why cash ISAs have lost their shine
Cash Isas are on the wane while the amount of money pumped into stocks and shares Isas is growing, but why is this and who is responsible?
-
Finding some balance in the active vs passive debate
Passive investments have become a more popular recommendation for advisers and portfolio managers in recent years. But are passives always the best option for investors, or is active management a better approach?
-
Is now the time to be flocking into bonds?
Investors’ love affair with bond funds shows no signs of abating, with recent statistics from FundsNetwork showing the Sterling Corporate Bond sector was the most purchased peer group in July.
-
Analysis: Are FANG stocks as safe as they seem?
Despite their hefty price tag, the FANG stocks and Apple have had remarkable staying power, surviving a sell-off and reaching record share price highs. But has the relative safety of the tech giants come to an end?
-
Analysis: Insistent client advice needs two suitability reports
Advisers are mulling the implications of FCA plans to incorporate the term ‘insistent client’ into its handbook guidance. The regulator has outlined what it sees as best practice – a move that could see advisers producing two suitability reports, with a particular focus on pension transfer advice.