Clients should be ‘happier not just wealthier’
UK financial planners create the Institute of Financial Wellbeing
UK financial planners create the Institute of Financial Wellbeing
Our awards spotlight best practice in such areas as client service and business strategy
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.
As global concerns see UK-based financial services software provider roll out an IFA support tool
The pace and scale of global mobility has accelerated in recent decades, for employment, lifestyle change and retirement. Those with cross border lifestyles, or arriving in counties anew, face increasingly complex regulations, laws and systems of taxation, whilst political agendas such as Brexit might have far reaching consequences. COVID-19 has also displaced people, particularly expatriates,…
Scary statistics suggest that people have little clue about how much retirement costs
If done right, it will result a higher perception of authority and increase a firm’s value proposition
Disputes have the ‘potential to bring out the worst in people and destroy families’
The Editor of International Adviser, Kirsten Hastings, reminds us of the benefits of entering the Best Practice Adviser Awards.
Both men and women need to be more emotionally astute
Having built up a pension, the pressure is now on the make good decision to ensure it doesn’t run out
In a qualification exclusive to the wealth management firm