How planning can vastly improve an expat’s tax position
Understand the implications for those retiring back home
CPD
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The challenges of pension transfers for clients in poor health
Financial advisers are often called upon to impart recommendations on a variety of pension transfers when clients are in poor health. This could be in the form of defined benefit (DB) pension transfers or transfers where safeguarded benefits are involved, such as guaranteed annuity rates. Even pension switches with a view to access flexible benefits…
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How to secure your business against cyber attacks
Six top tips for keeping your systems safe and helping your clients do the same
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How can advisers benefit from offering robo-advice?
Learn about the benefits of robo-advice and its primary target market
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Drilling down on non-UK trustees and the UK Trust Register
Learn when to register a trust and what details need to be registered
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How to change the nature of advice conversations with clients
Discover how to change those conversations and the consequences if you fail to make them
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Examining the complexities of multi-jurisdictional planning
Work through a real-life case study involving a complicated multi-jurisdictional scenario
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The art of succession planning involving mixed domiciles
Understand how to avoid unwanted heirship and ways to limit UK inheritance tax liability
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How to explore new methods of efficiency
Understand how operational inefficiencies impact your company
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Guide to financial services regulations in the UAE
Financial services is one of the top growth sectors for the UAE, second only to the oil & gas industry. The sector has made tremendous progress during the past decade with the set-up of the Dubai International Financial Centre as the first onshore financial free zone in the country, as well as other measures taken…
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How advisers can best utilise technology
Picking the right technology and, perhaps more importantly, using it correctly, has become essential for advisers when doing business. There has been some recent innovation in the industry, while back-office systems, client interaction tools and platforms have undergone significant change. This trio of change directly influences the adviser process, placing it at the centre of the…
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The UK pension dashboard debate
Grasp the issues the dashboard raises for advisers and learn what would make it a success