explain why and save yourself and your client
Making a recommendation should consist of more than "what" and in providing more an adviser can protect himself from possible future litigation says Square Mile Financial Services’ Chris Lean.
Analysis
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geoff cook on what the budget tax evasion means
In the extract below from his post Budget analysis, Jersey Finance chief executive Geoff Cook sets out his view on the issues that will affect the island’s future as the tax clampdown moves up a gear.
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three reasons osbornes 2013 budget will
Gerry Brown, technical manager of Prudential, says in years to come, George Osborne's 2013 Budget might come to be regarded as one of the most memorable Budgets – at least from an "offshore" perspective.
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What will the uk budget bring
Just a few days now until the UK budget on the 20th March. Certainly a big day for the Chancellor given triple dip fears, loss of that topflight credit rating, and falling tax receipts putting the deficit reduction plan at risk.
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thinking global acting local life trends with
Friends Life International CEO John Van Der Wielen talks about his shake-up of the organisational structure of the business, diversification of staff to better address global markets and what he is doing to tackle the high commission culture in overseas life sales.
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keeping ahead of the changing face of
International finance centres are changing to meet the needs of an increasingly ‘tax conscious’ world. Guardian WM’s David Howell suggests the challenge for advisers will be to keep ahead of the game.
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CYSEC determined to raise standard of advice
Cyprus is keen to improve its financial services industry, says Tony Pentland, head of business development, 3D Global Financial Services.
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in the stocks
The UK tax authority's 'new' strategy of naming and shaming tax avoiders has historical precedents, Jersey Finance chief executive Geoff Cook observes
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a question of liquidity
Chris Lean, a consultant at Prague-based Square Mile Financial Services, considers the importance of liquidity when advising on self-invested personal pensions and even QROPS
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who wears the trousers
Women are becoming a dominant force in the business world and are creating wealth for others and themselves. Guardian WM’s David Howell asks whether advisers are geared up to tap into this potentially huge client base.
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paying close attention life trends legal general
Legal & General International Ireland's head of sales Jon Tucker explains the benefits of a holistic approach, where flexibility and listening to feedback are major keys to success.
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navigating minefield of alt investments
The offshore investment environment can at times be a minefield to pick investments from given that a lot of jurisdictions outside the US and UK lack regulation, making it easier for those operating in such regions to bend their investment mandates to allow for activity that goes against what they promote to advisers and that…