Making trusts simpler using a bond wrapper
Complications with trust arrangements can be eased by using a bond wrapper to hold any investment, according to Canada Life technical manager Neil Jones.
Best Practice
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Appleby defeat will mark ‘open season’ on offshore tax planning
The flood gates will open for so-called ‘hacktivists’ to attack the offshore industry if the law firm at the heart of the Paradise Papers loses its legal case against two UK publications, according to a leading lawyer.
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Why managers need to wake up to ESG threat
While the pace of change may differ between clients, for the future of ESG investments the only way is up. So, how at risk are the funds or wealth managers that do not manage to move to a full ESG-process across a client’s entire portfolio?
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Two international tax case studies on Indian expats
India is thought to have more citizens living abroad than any other country in the world, estimated by its government to exceed 30 million.
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Tax-efficient investing to boom despite heightened risks
Investor interest in tax-efficient Enterprise Investment Scheme (EIS) funds, run by HM Revenue & Customs, is expected to rise despite managers being forced into higher-risk investments as a result of recent rule changes.
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10 financial planning tips for divorce
Building up your savings and reviewing your will are among the steps Hargreaves Lansdown has recommended for individuals considering divorce.
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UK seeks industry help to wipe out £24bn cost of crime
The UK Government is raising awareness of the signs of money laundering and the risks firms and professionals face if caught facilitating or failing to reporting financial crime.
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HMRC reveals top 10 tax fraud cases of 2017
In its ongoing fight against tax evasion, HM Revenue & Customs has revealed its top ten tax fraud and organised crime cases of 2017. The list includes people with offshore accounts, a would-be spy, millionaires, accountants and data thieves. All cases came with large prison sentences.
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UAE advisers taking cautious approach to VAT
Financial advisory firms operating in the UAE say while they still have questions about how the government’s new Value Added Tax (VAT) impacts the financial sector, it is better to be safe than sorry and assume it applicable to the services they provide.
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Are you listening carefully?
Many financial advisers have spent far too long asking clients all the wrong questions and failing to listen to what they really want, according to international business consultant Brian Foster.
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Nigel Green’s investor advice for 2018
Inflation rates rising, the Chinese economy slowing and the US pushing back against free trade agreements are all real possibilities investors must “carefully monitor” in 2018, according to deVere Group chief executive Nigel Green.
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Five views on how UAE advisers must tackle industry transition
How ready are financial advisers for the wave of new rules expected to be firmed up and introduced by regulators in the UAE during 2018 and beyond?