Standard Life Aberdeen financial planning arm gives free advice
In support of the Chartered Institute for Securities and Investment’s Financial Planning Week
Best Practice
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Case Study: Thinking outside the marketing box
It can be much more than a shiny brochure or slick advertising campaign
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Clients should be ‘happier not just wealthier’
UK financial planners create the Institute of Financial Wellbeing
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Europe Best Practice Adviser Award winners revealed
Our awards spotlight best practice in such areas as client service and business strategy
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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.
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Australian bank tackles vulnerable client issue
As global concerns see UK-based financial services software provider roll out an IFA support tool
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International tax systems, global mobility and wealth transfer.
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,…
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Raising awareness about pensions
Scary statistics suggest that people have little clue about how much retirement costs
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Case study: The benefits of being a specialist
If done right, it will result a higher perception of authority and increase a firm’s value proposition
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Dementia and the damage it can do to estate planning
Disputes have the ‘potential to bring out the worst in people and destroy families’
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Why should you enter the Best Practice Adviser Awards?
The Editor of International Adviser, Kirsten Hastings, reminds us of the benefits of entering the Best Practice Adviser Awards.
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Advice firms need to embrace softer skills
Both men and women need to be more emotionally astute