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…
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…
In support of the Chartered Institute for Securities and Investment’s Financial Planning Week
It can be much more than a shiny brochure or slick advertising campaign
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’
