Top 10 stories of 2017
Expat taxes, Qrops shocks and DB pension transfers were major stories covered by International Adviser in the past year. Scroll through the slides below to see the 10 most clicked articles of 2017.
Best Practice
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Global best practice adviser firm of the year 2017 revealed
We are delighted to announce that the overall winner of International Adviser’s Best Practice Adviser Awards is The Fry Group.
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Ready or not, here Mifid comes
Mifid II comes into effect on 3 January, and while many advisers remain woefully unprepared, significant benefits will make the sleepless nights worthwhile.
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Financial advisers face uncertain 2018
Advisers are facing political, economic and regulatory uncertainties, according to the European Financial Planning Association and the UK’s Personal Finance Society.
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Finally there! – The UK taxation of foreign domiciles
by David Denton, head of international technical sales at Old Mutual Wealth Plenty has been made over the plight of UK resident non-doms given the radical changes proposed in 2015, but attention should also be taken by international advisers regarding certain non-resident/non-dom clients too, now legislation has been passed and backdated to 6 April 2017.…
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Three categories added to personal portfolio bonds
Personal portfolio bonds (PPB) may become more attractive to investors as new regulations will allow additional property categories to be held within them.
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Top five chargeable queries of 2017
One of the most common topics prompting advisers to reach out to life companies for support was around chargeable events. With a myriad of changes in recent years, it is little wonder that the already complicated topic has many UK advisers scratching their heads. Canada Life has put together a list of the five most…
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How three firms in Asia have prevailed during hard times
Life insurers and advisers in Asia had to deal with regulatory overhaul, squeezed margins and shifting demographics, but while some have departed, partnerships and innovation have helped others stay ahead.
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Landmark FCA market abuse fine hits £70,000
An Aim-listed investment company has been fined by the Financial Conduct Authority for failing to disclose inside information, the first such ruling since market abuse regulations came into force in 2016.
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Expert planning in wake of UK Budget
Nearly a month on from the UK’s Autumn Budget, what have the experts uncovered for financial planners going forward into 2018?
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Growth stock hysteria clouding investor judgment
Investors are missing out on good, profitable businesses by becoming swept up in the growth stock hysteria, AJ Bell’s Ryan Hughes has warned.
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SJP stops British Steel pension transfers amid industry scam concerns
The chair of the UK’s Work and Pensions Select Committee has described the British Steel Pension Scheme as a “honeypot for scammers”, as St James’s Place confirms it has stopped accepting transfer requests from scheme members in an unrelated move.