is it time for a platform of platforms or simply
Platforms have fast become a staple of financial advice. The job now is to ensure clients are getting the best value from them, says London & Colonial’s Adam Wrench.
Analysis
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uncertainty its the new black
Recent rhetoric by the UK on cutting ties with Europe is causing instability for British Crown Dependencies however, says Guardian WM’s David Howell, it is also pushing them towards greater transparency.
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the ldf vrs the isle of man disclosure
A little-noticed aspect of the UK's "FATCA" agreements with its three Crown Dependencies is that they are to be accompanied by "tax amnesty" schemes designed to encourage take-up. Here,Crowe Clark Whitehill's John Cassidy looks at how the first of these stacks up next to the LDF.
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an isle of man view of fatca
The UK Treasury estimates that tax evasion costs HM Revenue & Customs £4bn a year, which has prompted their championing of the US Foreign Account Tax Compliance Act (FATCA).
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doing it by the book business strategies
The first three months with a new company is crucial for the trainee wealth manager. Ensuring that you have a clear system in place to provide support and guidance for new recruits is vital, yet often overlooked, says Globaleye chairman Tim Searle.
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is nothing sacred
Plans to stop spouses of Britons overseas from receiving a UK funded state pension are misguided and will negatively impact the vulnerable, says Guardian Wealth Management’s David Howell.
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beware wise men bearing bail outs
Taxes on private wealth to help fuel bail-outs within the European Union are a reality and must be understood by financial advisers, says Guardian WM’s David Howell.
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investment strategies for us clients
With employment and education scattering family members across the globe, lifestyles are becoming increasingly multi-national.
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early bird advantage life trends with aia group
AIA’s Malaysia CEO and group chief distribution officer Bill Lisle says the company’s agency and partnership distribution platforms are a key driver of the company’s success as it capitalises on the region’s massive untapped growth opportunities
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fecif chair eu fatca has major implications
For months, Europe’s debt has been the dominant topic at meetings of the EU Commission. In such an environment, it's hardly surprising that the idea of some form of multilateral tax information exchange agreement ultimately proved too tempting to resist, says FECIF chairman Vincent Derudder
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dont knock other ifas devere
Sniping and griping: wholly negative traits that are, sadly and wrongly, too-often associated with all sectors that come under the broad umbrella of financial services.
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why its important to know your models 3
The way to avoid potentially poor investment models, and choose only the very best ones, MBG Int'l managing partner Paul Gambles explains in the third and final part of his series, is to do your due diligence — properly.