How to plan wealth transfers in uncertain times
Different legal systems around the world will impose own rules on how estate can be distributed on death
Different legal systems around the world will impose own rules on how estate can be distributed on death
It will ‘address a national need to repopulate the wealth advice sector’
‘There is so much noise at the moment that it’s difficult to get a clear idea’
Comprehensive training will ‘foster a new generation of advisers’
It is a ‘very significant development for the Middle East’s insurance and financial planning sectors’
In a bid to improve training and education in the country
Advisers will have to adapt their offering to deal with the ‘physical and emotional changes’
#100BlackInterns programme aims to tackle underrepresentation in the City
It is fully accredited by the Chartered Institute for Securities and Investment
David Denton, Head of Technical Sales, outlines the key considerations for advisers when succession planning for their wealthy clients. Help your clients to plan to pass on their wealth at a time of uncertainty Having accumulated wealth, internationally mobile and high net worth clients then face the matter of succession law and how they…
The part-time two-year graduate degree will help ‘professionals develop comprehensive knowledge’
Advisers should prepare to help HNW clients find a more amicable approach to divide assets