While there are many benefits to living in France, estate planning is not one of them, explains Jason Porter, director of European IFA firm Blevins Franks. After taking a look at succession tax last week, this week he breaks down succession laws that are complex, and which many feel are unfair.
Given the mixed fortunes of life companies, can they handle the tough balancing act of asset management?
Those operating in the Qrops market are now facing three crucial deadlines starting from today, as the implications of the hammer blow of a 25% overseas pension transfer charge applying to client pension pots in some circumstances sink in for advisers, providers and their clients.
With changes to the UK non-domicile regime set to go live next month, Canada Life’s Neil Jones talks through what the reforms mean for property, taxation and IHT planning.
Integrity in finance is a global concern but the ethics journey differs country to country, say key members of the Chartered Institute for Securities & Investment (CISI).
The largest US equity funds are dominated by managers with a great deal of experience who focus on companies with the potential for durable growth.
US equity funds launched in the past three years show a renewed interest in small-cap companies with strong competitive advantages.
The top performing US equity funds over three years show that a disciplined and patient approach continues to pay off.
As independent chartered financial planners and an Investors in People ‘champion’ firm, we aim to defy traditional approaches within the cross border financial marketplace, says Sam Instone, chief executive of AES International.
The trouble with retirement planning is that there are many different rules and regulations as successive governments add their stamps to the way we save for and use our pension pots.
European equity mid- and small-cap funds have outperformed their large cap counterparts by a factor of five over the past two years.
Prospects for the UK may be less than clear before Brexit negotiations begin, but what can be agreed is that opinion is divided when it comes to UK assets.
