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
Has German election killed the European Spring?

Has German election killed the European Spring?...

Many fund managers dismissed the historical German election results as “insignificant for markets”, but they have failed to consider its impact on the status quo and the possible reversal of recent political trends.

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
Wealth managers swap cash for bonds as caution persists

Wealth managers swap cash for bonds as caution...

Having hit a high of 9% in June, wealth managers cut their weighting in cash to 6.99% in the past three months in the Trustee MPI low-risk mandates.

Published : 25, Sep 2017
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
Analysis: A new regulatory era in the Middle East

Analysis: A new regulatory era in the Middle East...

As the pace of regulatory change in the Middle East shows no sign of letting up, many operators within the region are predicting unprecedented change for financial services.

Published : 25, Sep 2017
Analysis: Nexus targets expats amid big changes in Asia

Analysis: Nexus targets expats amid big changes...

A major international life company acquisition, a Singapore advice firm pushing into the expat space and a new insurance regulator in Hong Kong mean more change for Asia.

Published : 21, Sep 2017
Analysis: How should expats prepare for post-Brexit times?

Analysis: How should expats prepare for post-Brexit...Lock icon

One key focus in the highly charged and frustrating negotiations between London and Brussels is aimed at securing a deal to protect the rights of those already living abroad.

Published : 19, Sep 2017
Analysis: Reasons to be cheerful for offshore bonds into UK

Analysis: Reasons to be cheerful for offshore...

As the headlines focus on the twists and turns of the Brexit talks, is there reason to be cheerful about offshore bond sales into the UK, and could there even be a renaissance for this long-standing HM Revenue & Customs-approved tax wrapper?

Published : 18, 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.

ANALYSIS: Why a world of low-returns is here to stay

ANALYSIS: Why a world of low-returns is here to...

Is 5% all an investor can hope for in returns over the next 10 years? With both investment managers and the regulator singing from the same hymn sheet, it appears this may well be the case.

Published : 5, Sep 2017
Analysis: Why cash ISAs have lost their shine

Analysis: Why cash ISAs have lost their shine

Cash Isas are on the wane while the amount of money pumped into stocks and shares Isas is growing, but why is this and who is responsible?

Published : 4, Sep 2017
Is now the time to be flocking into bonds?

Is now the time to be flocking into bonds?

Investors' love affair with bond funds shows no signs of abating, with recent statistics from FundsNetwork showing the Sterling Corporate Bond sector was the most purchased peer group in July.

Published : 1, Sep 2017
Analysis: Are FANG stocks as safe as they seem?

Analysis: Are FANG stocks as safe as they seem?...

Despite their hefty price tag, the FANG stocks and Apple have had remarkable staying power, surviving a sell-off and reaching record share price highs. But has the relative safety of the tech giants come to an end?

Published : 31, Aug 2017
Analysis: Insistent client advice needs two suitability reports

Analysis: Insistent client advice needs two suitability...Lock icon

Advisers are mulling the implications of FCA plans to incorporate the term ‘insistent client’ into its handbook guidance. The regulator has outlined what it sees as best practice – a move that could see advisers producing two suitability reports, with a particular focus on pension transfer advice.

Published : 23, Aug 2017
Analysis: Why do UK advisers have to follow EU rules?

Analysis: Why do UK advisers have to follow EU...Lock icon

Portfolio advisers are increasingly asking themselves why they are having to deal with so much regulatory change emanating from the EU, given the fast approaching deadline for Brexit in March 2019.

Published : 23, Aug 2017
Analysis: UK Government needs to act quickly on cold calling

Analysis: UK Government needs to act quickly on...Lock icon

While welcoming the UK Government's decision to resurrect a ban on pension cold calling, many industry figures have expressed concerns on how long it will take to implement.

Published : 21, Aug 2017
Preparing for a market correction – hedge or diversify?

Preparing for a market correction – hedge or diversify?...

The bulls and bears are out in force, divided over the prospect of a market correction in the near future, but is it wise to hedge equity exposure or is good old-fashioned diversification the way to go?

Published : 18, Aug 2017
Bull market party 'has to end'

Bull market party 'has to end'Lock icon

The problem with the dying days of an equity bull market is that it is difficult to be sure when it will end and how high it will go in the meantime. This, for Jim Wood-Smith, chief investment officer for private clients at Hawksmoor Investment Management, is the key dilemma in today’s markets. As he says: “We can see what will happen but we don’t know when.”

Published : 18, Aug 2017
Italy emerging as stand-out haven for the super wealthy

Italy emerging as stand-out haven for the super...Lock icon

A new flat rate tax regime introduced in Italy earlier this year is putting the nation on the map of potential destinations for super-wealth expats of all nationalities, an expert has told International Adviser.

Published : 17, Aug 2017

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