How peer review improves advice
Putting every piece of advice through its “four eyes approach” ensures quality and healthy debate, David Benskin, director of Strabens Hall Hong Kong, told International Adviser.
Latest news
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UK investigates ‘defined ambition’ pension schemes
The UK Government is launching an inquiry into collective defined contribution pension schemes, also known as defined ambition, which are commonplace in the Netherlands, Canada and Denmark but not yet permitted in the UK.
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Appleby family law head exits to found own firm
The head of family law at Appleby, the firm at the centre of the Paradise Papers, has left the business and set up her own firm in Jersey.
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‘Scurrilous’ Paradise Papers reporting slammed by IoM ministers
Isle of Man politicians have strongly defended the island’s economy following the Paradise Papers revelations, with one minister describing them as “a deliberately orchestrated attack from the international media”.
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Majority of Asia’s rich overlooking succession planning
Asia’s wealthy cross border families are largely unprepared to transfer wealth to the next generation according to research.
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New Zealander extradited to face boiler room charges
Authorities in Australia have extradited a New Zealander to face charges that he allegedly defrauded 21 victims, including pensioners, to the tune of A$1.2m (£686,930, $914,550, €772,380).
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Analysis: Political uncertainty keeps South African advisers in limbo
As South African financial advisers await the election of president Jacob Zuma’s successor with bated breath, where this political uncertainty leaves the implementation of the Twin Peaks reforms and the next phases of RDR is anyone’s guess.
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What does fairer, simpler, more transparent trust taxation mean?
With the budget lacking much detail, the financial services industry has been left to ponder what the chancellor actually meant when he said the government will publish a consultation in 2018 on how to make the taxation of trusts simpler, fairer, and more transparent.
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Analysis: Advisers assemble to battle Brexit
Collaboration between advisers in the UK and Europe will be key post Brexit, with the EFPA’s first initiative being to ensure that IFAs will be able to convert their UK qualifications into European diplomas.
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Non-dom tax swoop could trigger exodus
Commercial property tax changes could lead to a UK non-dom exodus, international law firm Withers has warned.
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Mike Morrison remembered with PFS lifetime achievement award
Two weeks after his sudden death, the Personal Finance Society has honoured Mike Morrison, head of platform technical at AJ Bell, with its lifetime achievement award.
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International Adviser Best Practice Adviser Awards Middle East 2017
The winners in the Middle East for International Adviser’s Best Practice Adviser Awards 2017 series were revealed on 22 November at the Shangri-La Hotel in Dubai.