butterflies chaos theory and holistic
Holistic financial planning may be the ideal, but it does not eliminate the need, sometimes, to consult external experts, says Square Mile Financial's Christopher Lean
Analysis
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the uks newest expat
As an expatriate himself, will Mark Carney be able to help those retirees abroad who are increasingly less wealthy, asks Guardian WM’s David Howell.
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mehjoo ruling shines spotlight
Much of the attention focused on the recently-handed-down UK High Court ruling known as Hossein Mehjoo v Harben Barker has centred on its implication shocking, in some quarters that accountancy practitioners have an obligation to advise their clients to avoid paying tax.
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mehjoo ruling shines spotlight on advisers
Much of the attention focused on the recently-handed-down UK High Court ruling known as Hossein Mehjoo v Harben Barker has centred on its implication shocking, in many quarters that accountancy practitioners have an obligation to advise their clients to avoid paying tax.
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isle of mans work leading way for hmrc
Despite common misperceptions, the Isle of Man is in fact at the forefront of the UK’s plans to tackle tax evasion, says Axa Wealth Itl’s Simon Willoughby.
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offshore bonds and the rdr elephant
The UK's RDR is bringing about undoubtedly some of the most significant changes ever to occur in the UK financial services industry, says Simon Willoughby, head of proposition at AXA Wealth International.
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is it time for a platform of platforms or simply
Platforms have fast become a staple of financial advice. The job now is to ensure clients are getting the best value from them, says London & Colonial’s Adam Wrench.
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uncertainty its the new black
Recent rhetoric by the UK on cutting ties with Europe is causing instability for British Crown Dependencies however, says Guardian WM’s David Howell, it is also pushing them towards greater transparency.
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the ldf vrs the isle of man disclosure
A little-noticed aspect of the UK's "FATCA" agreements with its three Crown Dependencies is that they are to be accompanied by "tax amnesty" schemes designed to encourage take-up. Here,Crowe Clark Whitehill's John Cassidy looks at how the first of these stacks up next to the LDF.
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an isle of man view of fatca
The UK Treasury estimates that tax evasion costs HM Revenue & Customs £4bn a year, which has prompted their championing of the US Foreign Account Tax Compliance Act (FATCA).
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doing it by the book business strategies
The first three months with a new company is crucial for the trainee wealth manager. Ensuring that you have a clear system in place to provide support and guidance for new recruits is vital, yet often overlooked, says Globaleye chairman Tim Searle.
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is nothing sacred
Plans to stop spouses of Britons overseas from receiving a UK funded state pension are misguided and will negatively impact the vulnerable, says Guardian Wealth Management’s David Howell.