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Commission still makes up 25% of revenue for UK IFAs

Commission still makes up 25% of revenue for UK...

Financial advisers in the UK still earn a quarter of their income from commission, according to latest figures from the Financial Conduct Authority (FCA).

Published : 26, May 2017
Abu Dhabi creates will registry for expats

Abu Dhabi creates will registry for expats

Abu Dhabi has created a new register of wills for non-Muslim expats living and working in the UAE, which may allow them to circumvent Sharia law when estate planning.

Published : 24, May 2017
Isle of Man regulator takes action to stem fund failures

Isle of Man regulator takes action to stem fund...

The Isle of Man financial regulator is to crack down on collective investment funds by setting out “effective” guidance rules to “safeguard the reputation of the island”.

Published : 23, May 2017
What Trump’s tax plan means for US expats

What Trump’s tax plan means for US expats

President Donald Trump unveiled his much-anticipated tax plan last month, promising “the biggest tax cuts in history”. Here tax advisers Ephraim Moss and Joshua Ashman from Expat Tax Professionals show how the proposals will affect US expats living around the world.

Published : 22, May 2017
The naked truth about MiFID II

The naked truth about MiFID IILock icon

The realities of Mifid II are beginning to dawn as advisers across Europe start to realise that commission transparency will be led by product providers, which could leave them feeling a bit exposed, says Shane Wood, business development manager for European IFA network OpesFidelio.

Published : 19, May 2017
UK advisers turning to law firms as IHT changes bite

UK advisers turning to law firms as IHT changes...

Financial advisers expect a boom in demand for inheritance tax (IHT) advice and are looking to strengthen business partnerships with lawyers to help them cope.

Published : 18, May 2017
40% of entrepreneurs prefer lifetime gifting in estate planning

40% of entrepreneurs prefer lifetime gifting in...Lock icon

Two fifths of business owners and entrepreneurs are pursuing a “giving while living” approach when it comes to estate planning, according to a new report by RBC Wealth Management, creating the “biggest opportunity” for financial advisers.

Published : 16, May 2017
Risks of using ETFs on Irish regulator’s radar

Risks of using ETFs on Irish regulator’s radar...

The risks of using ETFs and whether they are fully understood by international regulators are under the spotlight in a discussion paper released by the Central Bank of Ireland.

Published : 16, May 2017
Loyalty to colleagues greater than to firm, says ethical survey

Loyalty to colleagues greater than to firm, says...

Loyalty to colleagues rather than the firm takes the upper hand, according to a survey into ethical behaviour in the UK workplace released by the Chartered Institute for Securities & Investment (Cisi).

Published : 15, May 2017
How to find a good financial adviser

How to find a good financial adviser

It is vital to get any new relationship off on the right foot, especially when money is involved. Understanding the questions that prospective clients should be asking, can help advisers ensure they are the right person to meet that client’s needs.

Published : 12, May 2017
How to earn up to £140,000 of tax savings by 2020

How to earn up to £140,000 of tax savings by 2020...Lock icon

Now that the start button for the phased introduction of the nil rate residential band has been pressed, John Haley, technical sales manager at Utmost Wealth Solutions, explains that there are “many holes to leap through” to achieve the biggest outcome.

Published : 10, May 2017
How the tricky ‘stay of execution’ for UK non-doms will unfold

How the tricky ‘stay of execution’ for UK non-doms...Lock icon

The UK new non-dom rules which were dramatically dropped from the government’s finance bill has left those who prepared for those changes “in a very difficult position”, says Paul Thompson, tax and estate planning consultant at Canada Life.

Published : 10, May 2017
CFA exam to include fintech topics

CFA exam to include fintech topics

The Chartered Financial Analyst (CFA) exam is to be updated to include topics such as big data, artificial intelligence and robo-advice.

Published : 10, May 2017
Abu Dhabi's ADGM to launch financial services talent hub

Abu Dhabi's ADGM to launch financial services...

Abu Dhabi Global Market (ADGM), the international financial centre in the UAE capital, has launched a ‘talent hub’ for financial services.

Published : 9, May 2017
IoM eases pressure on life cos over commission disclosure

IoM eases pressure on life cos over commission...Lock icon

International insurance companies headquartered on the Isle of Man will only have to spell out to customers how much commission they will have to pay to intermediaries over the life of the product at the end of the sales process.

Published : 9, May 2017
UK advice body APFA to merge with investment counterpart

UK advice body APFA to merge with investment counterpart...

The UK's Association of Professional Financial Advisers (APFA) is set to merge with the Wealth Management Association (WMA) and to form a new industry body.

Published : 8, May 2017
Five Qrops planning opportunities after 25% transfer charge

Five Qrops planning opportunities after 25% transfer...Lock icon

As the dust settles following the go-ahead of a 25% overseas transfer charge in the Spring Budget, David White, partner of Isle of Man-based The Qrops Bureau, sets out five key opportunities for financial advisers.

Published : 8, May 2017
Warning to advisers that death tax fee hike could ‘reappear’

Warning to advisers that death tax fee hike could...

We are now weeks away from a UK general election in which opinion polls suggest the Conservatives will win with a sizeable majority, says Duncan Bailey, partner and head of private client of corporate and commercial law firm Brabners.

Published : 8, May 2017
Guernsey overhauls pension framework to match int'l standards

Guernsey overhauls pension framework to match...Lock icon

Guernsey has announced plans to overhaul its regulatory regime for pension product providers to bring it closer in line with the current international best practice standards.

Published : 4, May 2017

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DeVere closes Miami office
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British PM to water down £100k 'dementia tax' pledge
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Globaleye names wealth head in bid to up UAE advice standards
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