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Case study: how trusts can shield non-doms from new rules

Case study: how trusts can shield non-doms from...

With the UK Government now implementing tougher rules for non-doms, RL360°’s head of technical services Neil Chadwick explores the implications and possible solution using a multi-jurisdictional case study.

Published : 26, Sep 2017
The best way forward for fees and commission

The best way forward for fees and commission

A road plan for adviser remuneration is set out by Phil Billingham in the first of a new series looking at how to thrive amid ongoing regulatory change, including reactions from three IFAs across the globe.

Published : 26, Sep 2017
Proceed with caution over pension transfers, FCA told

Proceed with caution over pension transfers, FCA...

Advisers need clarity and reassurance on defined benefit transfers, the FCA has been told by the pensions industry in response to its consultation on update existing guidelines around advising on DB transfers.

Four countries that slash non-dom IHT bills

Four countries that slash non-dom IHT bills

Four countries have long-established tax treaties that give UK-non-doms from these jurisdictions a hugely advantageous opportunity to minimise paying inheritance tax on their worldwide assets.

Published : 25, Sep 2017
How are financial advisers adapting to tougher regulations?

How are financial advisers adapting to tougher...

Some advisers may move their businesses to dodgy jurisdictions while others will have to meet a long list of new requirements, as the world ratchets up its regulatory hold on the financial services industry.

Published : 22, Sep 2017
Steps advisers can take to avoid €20m data breach fine

Steps advisers can take to avoid €20m data breach...

Financial advisers will have to do a “significant amount of legwork” if they are to comply with new data rules, or face a big fine, according to an expert.

Published : 21, Sep 2017
Rigorous rules see OMW and CII partner on pension transfers

Rigorous rules see OMW and CII partner on pension...

Tougher rules and a 100% increase in pension transfer enquiries has prompted Old Mutual Wealth (OMW) to launch a DB to DC pension transfer training programme in partnership with the Chartered Insurance Institute (CII).

Published : 21, Sep 2017
FCA greenlights pension transfer qualification

FCA greenlights pension transfer qualification...

The Chartered Institute for Securities & Investment (Cisi) level 6 certificate in pension transfers and planning advice has been officially approved by the Financial Conduct Authority.

Published : 19, Sep 2017
Portuguese expat pension tax tabled

Portuguese expat pension tax tabled

Expat pensions transferred to Portugal could take a 10% hit under plans being considered by the country’s government.

Published : 18, Sep 2017
Mysterious allowances making pensions murky: SJP

Mysterious allowances making pensions murky: SJP...

Pension rules are still a murky area in the eyes of savers and tax allowances continue to be a mystery for many people, warns Ian Price, divisional director for pensions at St James’s Place.

Published : 15, Sep 2017
 Winners of International Adviser Life Awards 2017

Winners of International Adviser Life Awards 2017...Lock icon

The International Adviser International Life Awards 2017 were announced on Thursday at London’s The Langham Hotel during a dinner held after our flagship life industry conference, the Fund Links Forum.

Published : 14, Sep 2017
Drive out badly behaved, life companies urged

Drive out badly behaved, life companies urgedLock icon

International life companies must help the industry improve by driving out people who are not behaving properly, a senior asset management figure told International Adviser’s Fund Links Forum on Thursday.

Published : 14, Sep 2017
Buoyant advisers nervous about Brexit

Buoyant advisers nervous about Brexit

Despite economic headwinds, political uncertainty and a millennial generation failing to save enough, the financial advice industry is optimistic and hiring, according to a new report by Aegon.

Published : 13, Sep 2017
Divorce rate pushes women to seek advice

Divorce rate pushes women to seek advice

Greater numbers of UK women are seeking financial advice due to increasing rates of divorce and the rise of female entrepreneurs, but the industry still lacks diversity and is struggling to attract female IFAs.

Published : 13, Sep 2017
Liars using money saving expert to con victims

Liars using money saving expert to con victims...Lock icon

A host of dodgy companies and scammers are “trying to leach off the hard-earned reputation” of website MoneySavingExpert.com and its founder Martin Lewis.

Published : 11, Sep 2017
No safety net for life policy part surrenders

No safety net for life policy part surrendersLock icon

HM Revenue & Customs will be able to review "disproportionate" tax bills slapped on people who withdraw money from their life policies but “it is crucial that this isn’t seen as a safety net”, warns Old Mutual Wealth tax and financial planning expert Rachael Griffin.

Intelligent Money launches platform for inactive IFA clients

Intelligent Money launches platform for inactive...

Investment manager and Sipp provider Intelligent Money has launched a white-labelled investment tool that allows advisers to offer a low-cost proposition to inactive clients they no longer serve face-to-face.

Published : 8, Sep 2017
Hansard and Fidelity unveil retail client risk profiling tool

Hansard and Fidelity unveil retail client risk...Lock icon

Isle of Man-based savings provider Hansard International has teamed up with global asset manager Fidelity International to launch a tool to help financial advisers identify the risk profile of retail clients.

Published : 8, Sep 2017
Conflict of views on offshore bond IHT rules vexes adviser

Conflict of views on offshore bond IHT rules vexes...

Two international life companies gave conflicting views on the tax treatment of offshore bonds to chartered financial planner Patrick Murphy, of Zen Wealth, in his quest to offer fee-based advice for his UK domiciled clients who have been tax resident in Spain for 10 years.

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Analysis: Nexus targets expats amid big changes in Asia
Analysis: Nexus targets...

A major international life company acquisition, a Singapore...

Steps advisers can take to avoid €20m data breach fine
Steps advisers can take...

Financial advisers will have to do a “significant amount...

Fresh pension freedoms inquiry targets scammers
Fresh pension freedoms...

The influential UK Work and Pensions Committee launched...

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