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  • Three key ways to take financial planning forward: Carrington

    Three key ways to take financial planning forward: Carrington

    In the latest of a series of insights from financial advisers across the world, Mike Hodges, managing director of UK-based Carrington Investments, sets out three initiatives his firm is taking to build the business along best practice lines.

  • Top destinations for sun-seeking British expats

    Top destinations for sun-seeking British expats

    Summer in the UK this year has been a brief affair, so it comes as no surprise that nearly two-thirds of British expats think about the weather when planning their moves abroad. But sunshine isn’t the only factor prospective expats should consider.

  • Seven 'sinful' stocks to avoid

    Seven ‘sinful’ stocks to avoid

    With the FTSE 100 on an almost continual rise, which are the ‘red flag’ stocks that investors should watch out for? Investment bank Liberum lists the seven ‘sinful’ stocks in the top 100 they would “prudently seek to avoid”.

  • Questions advisers must ask before clients move to Portugal

    Questions advisers must ask before clients move to Portugal

    UK advisers with clients looking to move to Portugal and make the most of tax-efficient opportunities but avoid costly mistakes need to consider seven key questions, according to international wealth and tax management firm Blevins Franks.

  • Five Sipp facts not many people know

    Five Sipp facts not many people know

    An estimated one million people have opted for self-invested personal pensions (Sipp) as they offer a wide choice and the freedom to invest almost anywhere. Hargreaves Lansdown have put together some of the lesser-known facts about the increasingly popular retirement vehicle.

  • Top 10 countries for older people

    Top 10 countries for older people

    Dramatic increases in the number and proportion of older people is a struggle facing countries around the globe. Researchers at Columbia University and the University of Southern California have developed a barometer to assess, using five social and economic indicators, which are the best countries to grow old in.

  • Ten need-to-know trusts for investors

    Ten need-to-know trusts for investors

    Hits on the AIC website have soared in recent months, but which investment trusts have been peaking investor interest so far this year?

  • Five steps to planning a tax-efficient return to the UK

    Five steps to planning a tax-efficient return to the UK

    International tax and wealth management firm Blevins Franks has identified five key planning issues for UK citizens wanting to avoid punitive tax implications when making their move from Europe back to Britain. Click on the slides below to see them.

  • Five common mistakes UK expats make about domicile and tax

    Five common mistakes UK expats make about domicile and tax

    British expats still have some crucial misunderstandings about their domicile status and tax position that could leave them and their loved ones financially exposed and even land them in trouble with HM Revenue & Customs, warns Rachael Griffin, financial planning expert at Old Mutual Wealth.

  • Will 2017 be the year of the active manager?

    Will 2017 be the year of the active manager?

    Within the fund industry, 2017 was widely heralded as ‘a year for active managers’ after a long period when central bank policy and geopolitical concerns had driven asset prices. Click on the slides below to see whether, with more than half of the year gone, active managers across asset classes have been able to beat…

  • Four reasons why HMRC had a bumper year

    Four reasons why HMRC had a bumper year

    Latest figures from the UK tax office show that it netted £29bn ($37.6bn, €32.9bn) in the past year just by cracking down on tax evaders, with overall tax coffers up 7% to £580bn in 2016/17. Here’s a breakdown of why HMRC is having a record year in revenues, according to its annual report.

  • Fixed income: winners and losers in H1

    Fixed income: winners and losers in H1

    As we move through the halfway point of 2017, many investors have grown wary of the risk asset rally and are returning to the relative safety of fixed income funds. But which have performed the best year-to-date? And which have not fared so well?