Expats in the firing-line on ‘revived dementia tax’
A “scaremongering” comment from a UK government minister to raid property to pay for long term care could have knock-on implications for expats post-Brexit.
Best Practice
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Benchmark sets ‘comfortable’ UK retirement goal
A series of national income targets could be used to help pension savers understand whether they are on track for a comfortable retirement, the Pension and Lifetime Savings Association (PLSA) has proposed.
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Hong Kong Best Practice Adviser Award winners revealed
The winners in Hong Kong for International Adviser’s Best Practice Adviser Awards 2017 series were revealed on 10 October at the Island Shangri La Hotel in Hong Kong.
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Three ways retirement in UAE will change beyond recognition
Retirement in the sunny UAE looks set to change beyond recognition according to research by Old Mutual International and Quilter Cheviot.
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Not all trusts need to register clarifies HMRC
HMRC has issued new guidance for users of its online trust registration service and confirmed the circumstances in which offshore trusts do not need to register.
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Advisers failing clients on social responsibility
Financial advisers are failing customers by not providing them with information on the environmental and social impact of their investments, a survey has found.
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UK adviser launches ‘world citizen’ planning service
UK financial adviser firm Perceptive Planning has launched a collaborative initiative aimed at engaging with advisers who have internationally mobile clients.
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South Africa Best Practice Adviser Award winners revealed
The winners in South Africa for International Adviser’s Best Practice Adviser Awards 2017 series were revealed on 5 October at the Vineyard Hotel in Cape Town.
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Demonstrating value to clients when using DFMs
The growing use of discretionary fund managers (DFMs) has put some advisers in a sticky situation. How can you comfortably charge a fee for an on-going service model when one of the most visible parts of that service is outsourced?
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IFA investment planner service launched by FE Analytics
Investment research firm FE Analytics has launched a service to help IFAs meet suitability requirements and deliver consistent investment advice.
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How to negotiate complex tax issues for US expats
Brussels-based Brian Dunhill gives important insights into how he provides the most effective advice to his US expat clients.
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Hurricane of legislation to hit advisers
A hurricane of difficult regulation is to going hit the European financial advice industry, and for some companies and countries it is already too late, the audience of IFAs at International Adviser’s Future Advisory Forum Europe heard on Thursday.