Analysis

  • lmim investors group lashes out

    lmim investors group lashes out

    In the wake of last week’s winding up order by the Supreme Court of Queensland of LM Investment’s First Mortgage Income Fund, the Advisers Committee for Investors lashed out at what it said were “multiple failings" within Australia’s regulatory system, for having permitted the fund to get into the state it did…

  • change comes to new zealands foreign

    change comes to new zealands foreign

    As New Zealand prepares to change the way it taxes so-called "foreign superannuation funds", Stephen Ward, managing director of Premier Pension Solutions, looks at how the new regulations will work

  • A guide to the value of a british passport

    A guide to the value of a british passport

    I'm sure we have all moaned about the UK for one reason or another, usually the weather or something our politicians have done or some ridiculous ruling by the courts being blamed on the human rights act.

  • qrops changes are coming to offshore pensions

    qrops changes are coming to offshore pensions

    Following a “shameful” legal defeat on the 21st of last month, HM Revenue & Customs have been forced to deliver a policy statement to judge Justice Charles.

  • the right fit recruiting for growth

    the right fit recruiting for growth

    As a business grows, it is vital to ensure that it takes on the right individuals to help, rather than hinder, the process. Having a structured recruitment process in place is of paramount importance, says Sarah Lord, wealth planning director, Killik & Co, Middle East and Asia.

  • a step by step guide to keeping your tech up

    a step by step guide to keeping your tech up

    To keep in step with your company’s future growth and challenges, it’s essential to systematically review your technological systems and processes, says The Fry Group director, international division, Aidan Bailey.

  • butterflies chaos theory and holistic

    butterflies chaos theory and holistic

    Holistic financial planning may be the ideal, but it does not eliminate the need, sometimes, to consult external experts, says Square Mile Financial's Christopher Lean

  • the uks newest expat

    the uks newest expat

    As an expatriate himself, will Mark Carney be able to help those retirees abroad who are increasingly less wealthy, asks Guardian WM’s David Howell.

  • mehjoo ruling shines spotlight

    mehjoo ruling shines spotlight

    Much of the attention focused on the recently-handed-down UK High Court ruling known as Hossein Mehjoo v Harben Barker has centred on its implication shocking, in some quarters that accountancy practitioners have an obligation to advise their clients to avoid paying tax.

  • mehjoo ruling shines spotlight on advisers

    Much of the attention focused on the recently-handed-down UK High Court ruling known as Hossein Mehjoo v Harben Barker has centred on its implication shocking, in many quarters that accountancy practitioners have an obligation to advise their clients to avoid paying tax.

  • isle of mans work leading way for hmrc

    isle of mans work leading way for hmrc

    Despite common misperceptions, the Isle of Man is in fact at the forefront of the UK’s plans to tackle tax evasion, says Axa Wealth Itl’s Simon Willoughby.

  • offshore bonds and the rdr elephant

    offshore bonds and the rdr elephant

    The UK's RDR is bringing about undoubtedly some of the most significant changes ever to occur in the UK financial services industry, says Simon Willoughby, head of proposition at AXA Wealth International.