defaqto research foresees post rdr fall
The proportion of business focused on tax wrapped investments is likely to fall from 21% in the pre-retail distribution review UK market to 13% in 2013, according to a survey of advisers carried out by Defaqto, the financial research organisation.
Tax & Regulation | 16 Jul 12
family inheritance disputes jump 19
As the very public inheritance row involving Frances richest woman, L’Oréal heiress Liliane Bettencourt, and her daughter might suggest, the younger generation does not always react with deferential gratitude to the share of the family fortune they are allocated.
People Moves | 16 Jul 12
VAM hires Bamber
VAM Funds is expanding its Asia team with the appointment of Paul Bamber as sales manager.
Multi Media | 16 Jul 12
The special requirements of US citizens and a more relevant act than FATCA
Iain comments on how London & Capital specialises in ensuring that US citizens are compliant with the US authorities, in contrast to the many other advisers who do not want to know. He also give an insight into why FATCA is a misnomer and another act has more relevance.
Multi Media | 16 Jul 12
No go areas in tax planning, unravelling complex schemes, and where a wealth manager draws the line
Find out where Iain draws on the line reducing the tax bill for London & Capital clients and the specific role that wealth managers can play in tax planning so as not to steal the thunder from accountants. Iain is a huge fan of keeping advice simple and he highlights how he sometimes has to […]