International Adviser award winners 2019 announced
Who triumphed in the Global Financial Services Awards and Best Practice Adviser Awards UK?
Best Practice
-
-
Women changing the wealth landscape in the Middle East
Between 20% and 40% of wealth in the region is held by or for women
-
CISI rolls out mental health support portal
To encourage conversation within the financial services sector and end the stigma
-
Ailo puts the spotlight on cross-border bonds
As they will not be taxed differently because of, or after Brexit
-
Are you ready for the US $15 trillion wealth transfer opportunity?
In this article, Brendan Dolan, International Sales Director for Quilter International, provides the stark reality that unless strategic planning is in place, all your hard work to build your business could be undone. Many advisers are already preparing for the US$15 trillion global opportunity that intergenerational wealth transfer is presenting. Do you have a strategy…
-
A valuable opportunity of gifting assets to a trust to help reduce UK IHT bill
In this article, Jason Pearce, Head of Technical Sales, Hong Kong & NE Asia, considers the benefits of placing assets in a trust and taking advantage of the current nil rate band to reduce UK inheritance tax bills. In common law countries like Hong Kong and the UK, trusts have been recognised and used for…
-
Standard Life Aberdeen financial planning arm gives free advice
In support of the Chartered Institute for Securities and Investment’s Financial Planning Week
-
Case Study: Thinking outside the marketing box
It can be much more than a shiny brochure or slick advertising campaign
-
Clients should be ‘happier not just wealthier’
UK financial planners create the Institute of Financial Wellbeing
-
Europe Best Practice Adviser Award winners revealed
Our awards spotlight best practice in such areas as client service and business strategy
-
Three reasons why inheritance tax is becoming a ‘perfect storm’
Inheritance tax (IHT) divides opinion, because it creates the potential for a person’s wealth to be taxed twice; firstly as it accumulates through income and/or capital gains taxes, then again on death.
-
Australian bank tackles vulnerable client issue
As global concerns see UK-based financial services software provider roll out an IFA support tool