Wealthy women take the lead on financial planning
Women are increasingly the household decision-makers in financial affairs, according to a global survey.
Best Practice
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How can you tell a company is a good investment prospect?
Some companies are investment winners and others are not. So, how can you tell?
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Investing through retirement, not to retirement
Life doesn’t stop at 65 and neither should investing. But it should be adjusted over time to reflect the changing client risk appetite, which is where a smooth glide path comes into play.
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Pension checklist for changing job
It can be easy to forget about pension benefits when you are swept up in the excitement and stress of changing job. But as workplace pensions can be very generous, it pays to keep on top of any pots that have been built up, says Fidelity International’s Ed Monk.
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What advisers should look for in a platform
The rapid development of the offshore platform space means that advisers can sometimes be spoiled for choice. But what should they be looking for?
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Athletes and chefs taking up financial advice as second career
People with no significant financial services experience are being encouraged to look to the pensions and investment advice sector for a second career by a financial services network.
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Tax investigators could get greater search warrant powers
The UK’s Serious Fraud Office and HM Revenue & Customs could be given the right to apply for a search warrant independently of the police under modernisation plans.
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IFAs busier than ever due to UK pension freedoms
UK advisers are spending more time and resources dealing with retirement advice since the launch of pension freedoms, according to the latest research from AKG.
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US expats granted tax reprieve
American expats caught in a “ridiculous” tax aimed at US corporates have been granted a one-year reprieve.
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UK sets out overseas compensation framework
Britain’s Crown Prosecution Service (CPS), National Crime Agency (NCA) and Serious Fraud Office (SFO) have agreed a framework to speed up compensation claims from overseas victims of economic crime.
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Getting to grips with UK resident non-dom tax rules
Now the dust has settled on resident non-domiciled rules introduced in November last year, advisers and their clients have clarity on how they can plan confidently for the future.
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FCA warns firms of robo-advice failings
Firms offering robo-advice have been accused by the UK’s Financial Conduct Authority (FCA) of using unclear charging structures and failing to protect vulnerable clients.