5 overlooked areas of tax planning
Seven Investment Management (7IM) highlights five often overlooked ways that investors can make the most of tax efficient saving and investing in general.
Best Practice
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A real-life client plan to move from the UAE to the UK
Dip into a real-life case study of a high net worth client whose complex multi-jurisdictional circumstances need a structural framework for the long term.
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Jersey regulator disappointed with suitability review outcome
A host of failings have been flagged up during the Jersey Financial Services Commission’s (JFSC) review of 10 locally-based firms and the suitability of the investments they recommend.
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5 steps to deal with market volatility
With low volatility having been the norm for nearly three years, the sharp drop experienced by global markets earlier this week awakened some fight or flight responses. AJ Bell offers five lessons to help investors cope with market volatility.
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How investment residency differs in three European countries
There is an ever-growing interest in citizenship-by-investment programmes and investment residence permits from high net-worth individuals.
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Advisers cool in face of sell off
IFAs react to the sell off that saw stock markets around the world drop sharply on Tuesday morning and tell International Adviser how they and their clients are reacting.
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Asian investors in London property risking hefty IHT bills
Overseas investment into the London residential new-build property market is dominated by Asian investors who may be overlooking UK inheritance tax in their financial planning, Old Mutual International has warned.
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Watch out: Snoopers’ charter, day of the Mifid, UAE promo licence
As new regulations begin to challenge the individual’s right to privacy, some legal professionals are calling for test cases to try the law.
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Pension pot size a mystery for most
Three quarters of UK workers do not know the value of their pension fund, while a fifth of consumers aged over 55 will not trust anyone when it comes to getting financial advice, according the Chartered Institute for Securities & Investment (Cisi).
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Why best advice is about solving problems, not making money
Financial advisers must focus more on understanding clients and winning trust, or risk being side-lined, says international business consultant Brian Foster.
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UK launches £89m power of attorney refund scheme
Nearly two million people who paid for an enduring or lasting power of attorney look set to benefit from a refund scheme launched by the Ministry of Justice and Office of the Public Guardian (OPG).
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South African advisers win praise for high learning standards
A dedication to career-long learning and meeting ongoing qualification requirements means certified financial advisers in South Africa are being praised around the world by industry experts.