Why the new Qrops five-year circumstance change is critical

Why the new Qrops five-year circumstance change...

Many advisers woke up last Thursday morning aware their pipeline Qrops business had just been vastly reduced, says James Pearcy-Caldwell, co-founder of fee-based adviser Aisa International.

Published : 15, Mar 2017
Quilter's bets on 'Trump lite'; remains wary of 'dark Donald'

Quilter's bets on 'Trump lite'; remains wary of...Lock icon

Quilter Cheviot’s Alan McIntosh is optimistic about what president Trump will mean for markets but with Brexit and European elections still to come this year, he is hedging some of his bets.

Published : 13, Mar 2017
How French succession law works

How French succession law works

While there are many benefits to living in France, estate planning is not one of them, explains Jason Porter, director of European IFA firm Blevins Franks. After taking a look at succession tax last week, this week he breaks down succession laws that are complex, and which many feel are unfair.

Published : 10, Mar 2017
What future for life companies in asset management?

What future for life companies in asset management?...

Given the mixed fortunes of life companies, can they handle the tough balancing act of asset management?

Published : 9, Mar 2017
Edgy deadlines for Qrops market, devil in planning detail

Edgy deadlines for Qrops market, devil in planning...Lock icon

Those operating in the Qrops market are now facing three crucial deadlines starting from today, as the implications of the hammer blow of a 25% overseas pension transfer charge applying to client pension pots in some circumstances sink in for advisers, providers and their clients.

Published : 9, Mar 2017
Property, tax and IHT planning under the new UK non-doms regime

Property, tax and IHT planning under the new UK...Lock icon

With changes to the UK non-domicile regime set to go live next month, Canada Life’s Neil Jones talks through what the reforms mean for property, taxation and IHT planning.

Countries travel at different speeds in global ethics journey

Countries travel at different speeds in global...

Integrity in finance is a global concern but the ethics journey differs country to country, say key members of the Chartered Institute for Securities & Investment (CISI).

Published : 7, Mar 2017
US equity funds to watch based on their AUM

US equity funds to watch based on their AUMLock icon

The largest US equity funds are dominated by managers with a great deal of experience who focus on companies with the potential for durable growth.

Published : 3, Mar 2017
Newcomer US equity funds to watch

Newcomer US equity funds to watchLock icon

US equity funds launched in the past three years show a renewed interest in small-cap companies with strong competitive advantages.

Published : 2, Mar 2017
US equities to watch based on their three-year performance

US equities to watch based on their three-year...Lock icon

The top performing US equity funds over three years show that a disciplined and patient approach continues to pay off.

Published : 2, Mar 2017
Challenging the status quo of an ‘outdated industry’

Challenging the status quo of an ‘outdated industry’...

As independent chartered financial planners and an Investors in People ‘champion’ firm, we aim to defy traditional approaches within the cross border financial marketplace, says Sam Instone, chief executive of AES International.

Published : 28, Feb 2017
Why all int’l advisers must pay attention to the UK regulator

Why all int’l advisers must pay attention to the...Lock icon

The trouble with retirement planning is that there are many different rules and regulations as successive governments add their stamps to the way we save for and use our pension pots.

Published : 27, Feb 2017
Small cap funds - the golden boys of European equities

Small cap funds - the golden boys of European...

European equity mid- and small-cap funds have outperformed their large cap counterparts by a factor of five over the past two years.

Published : 23, Feb 2017
Investment strategies to get through Brexit

Investment strategies to get through Brexit

Prospects for the UK may be less than clear before Brexit negotiations begin, but what can be agreed is that opinion is divided when it comes to UK assets.

Published : 21, Feb 2017
Top five market-shaping investment themes

Top five market-shaping investment themes

David Vickers, senior portfolio manager of the Russell Investments Multi-Asset Growth Strategy, looks at the top five themes shaping markets this year.

Published : 20, Feb 2017
How strong ethics can help overcome distrust

How strong ethics can help overcome distrustLock icon

With perception often speaking louder than truth, Simon Webley, research director for the Institute of Business Ethics, believes preservation of trust within a business, externally and internally, must be a top priority for management.

Published : 16, Feb 2017
ANALYSIS: Time to worry about inflation?

ANALYSIS: Time to worry about inflation?

Inflation in the United Kingdom economy has crept up to within a hair’s breadth of the Bank of England’s target, and with rates down at 0.25% could the horse be about to bolt before the stable door is closed?

Published : 14, Feb 2017
Sorting through the winners and losers post-Dodd Frank

Sorting through the winners and losers post-Dodd...

The dismantling of Dodd-Frank will give European banks with ties to the United States a competitive advantage and could influence other nations to adopt a more competitive regulatory scheme.

Published : 9, Feb 2017
Newcomer Japanese funds to watch

Newcomer Japanese funds to watchLock icon

Investors in the Japanese stock market benefited from currency fluctuations in 2016 and the outlook for 2017 appears favourable, too.

Published : 7, Feb 2017
Japanese funds to watch based on their three-year performance

Japanese funds to watch based on their three-year...Lock icon

Small-caps, a buying-and-holding approach, and unrestricted use of equities are some of the fund strategies to watch in Japan, according to Morningstar investment research analyst Lena Tsymbaluk.

Published : 7, Feb 2017

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UK to 'raid pensions' to fund U-turn on self-employed tax hike
UK to 'raid pensions'...

The UK Treasury is reportedly considering a fresh raid...

Holborn Assets ordered to immediately cease pension transfers
Holborn Assets ordered...Lock icon

The UK Financial Conduct Authority has ordered Holborn...

Gibraltar ‘in danger’ of losing Qrops status
Gibraltar ‘in danger’...Lock icon

Gibraltar must put in place a system for regulating...

More firms in the FCA firing line after Holborn sanctions
More firms in the FCA...Lock icon

Several more firms are at risk of being sanctioned...

Sarah Lord to leave Killik & Co
Sarah Lord to leave Killik...Lock icon

Sarah Lord, one of the most highly qualified female...

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