BMO GAM offers technical seminars to help financial advisers
Programme will include areas such as IHT, trust and estate planning, retirement planning and tax
Programme will include areas such as IHT, trust and estate planning, retirement planning and tax
Advice firms are more likely to spot when things go wrong
Take technology on the journey but keep it out of the driver’s seat
Which currencies your clients’ portfolios are exposed to can have a significant impact on their investment returns. In this article, business expert, Karen Blatchford, considers why the impact of currency on the performance of a global portfolio over the long term should form an integral part of any initial investment decision.
It could leave some struggling to afford to take the tax-free pension commencement lump sum
In this article David Denton, Head of International Technical Sales at Quilter, considers the past and future of pensions and the important need to understand one’s options. Human nature is that we want what we can’t have, and this manifests itself in all walks of life. Making difficult or complex decisions in a timely manner…
Trophies handed out at International Adviser’s Fund Links Forum on 17 October
With initiatives in the UK and the Middle East aimed at under-18s
Who triumphed in the Global Financial Services Awards and Best Practice Adviser Awards UK?
Between 20% and 40% of wealth in the region is held by or for women
To encourage conversation within the financial services sector and end the stigma
As they will not be taxed differently because of, or after Brexit