James Sutton and David Pugh left the UK in search of fresh challenges in Asia. They discovered a marked difference in the quality of financial advice being offered there and set about ensuring The Fry Group raised the standard.
A staggering 70% of people have no understanding of the new residence nil rate band allowance coming into force on 6 April, which could have serious implications for their inheritance tax planning, warns Old Mutual Wealth financial planning expert, Rachael Griffin.
Pension savers in the UK have up until midnight on 5 April to maximise their contributions to offset this year’s tax bill, says Nathan Long, senior analyst at Hargreaves Lansdown. Here he suggests five ways savers can make the most of their unused allowances.
HSBC Global Asset Management is the latest exchange-traded fund (ETF) provider to join the ETF Forum, an industry body tasked with educating UK financial advisers about the passive investment products.
Dubai residents who fail to secure mandatory health insurance cover before 1 April will face a fine of AED500 (£109, $136, €126) per month and risk their visa status.
The Chartered Institute for Securities & Investment (CISI) is working with London-based firm Perceptive Planning to organise a fact-finding trip to South Africa in October.
The Isle of Man insurance regulator, the Financial Services Authority (FSA), is soon to announce a new set of rules that will raise the bar on how international life business is conducted from the Isle of Man.
The financial industry continues to be “plagued by egregious misconduct” and requires signficant reform, the Monetary Authority of Singapore’s managing director has said.
The Finance Bill failed to shed more light on how HM Revenue & Customs plans to recalculate the gain on partial surrenders when policyholders withdraw money from their life insurance policies the wrong way, says Rachael Griffin, financial planning expert at Old Mutual Wealth.
Gibraltar must put in place a system for regulating personal pensions in just over two weeks to enable the jurisdiction’s Qrops to retain their status and continue to operate in the market.
Women accounted for 43% of award winners at the Chartered Institute for Securities and Investment’s (Cisi) annual award ceremony with winners representing more countries than ever before.
David Denton, Head of International Technical Sales at Old Mutual Wealth talks international markets, offshore bonds and the enduring need for financial planning.
