the ldf versus the swiss agreement
Financial marketing consultant, Peter Carnell, warns advisers not to let their clients wait for the Swiss deal but to use the LDF to declare assets to HM Revenue & Customs.
Analysis
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mind the pensions gap
David Howell, chief executive of Guardian Wealth Management, argues the case for dealing head-on with the often messy business of expatriate clients multiple pensions.
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exploring investment in agriculture
Have you considered investment in the agriculture sector? Indxis sales director Alan Price explains the opportunity.
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taking technology with you
Research from Aviva shows advisers are embracing new technology the companys director of distribution Dean Lamble explains how.
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postman ex pat
Paul Gambles, CIO of Bangkok’s MBMG Group and a HNW adviser, takes a close look at the postage stamp market, its areas of growth and why the FSA still won’t recognise it as an approved asset class.
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sri radiates amid the gloom
Socially responsible investing has gained many followers over the past decade. However, ethical considerations are only part of the appeal, writes Robert Hague, sales director at Emerald Knight.
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the rise of local share class denomination
When investors have selected an economy they want to invest in, it is becoming increasingly common for them to also want that investment made in the local currency, Jeremy Leach, managing director of Managing Partners Limited explains why.
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CPD: What you need to know about offshore bonds
• Learn the benefits of personalised portfolio bonds • Understand time-apportionment relief • Discover the pitfalls that can occur with offshore bonds
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qrops onshore vs offshore
Bethell Codrington of TMF International Pensions makes the case for Malta QROPS.
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uae rides out downturn and arab spring turmoil
Sarah Lord, wealth planning director at Killik & Co, says reports of the demise of Dubai and the UAE have been greatly exaggerated at least for now.
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joining forces for better advice
Advisers should engage with trade bodies to raise standards, argues David Howell, group chief executive at Guardian Wealth Management.
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residency certainty will come at a price
The introduction of a UK residency test will come at a price, but one worth paying, says Christopher Groves partner at international law firm Withers, which specialises in personal tax.