Tax & Regulation | 13 Nov 17
HMRC extends trust filing deadline
The deadline to register new trusts on HM Revenue & Customs’ Trust Registration Service (TRS) has been extended by three months to 5 January 2018.
Guernsey fiduciary strikes UAE strategic partnership
Louvre Group has formed a strategic alliance with M/HQ Dubai to enhance its specialist fiduciary services offering from the United Arab Emirates.
‘Greying Singapore’ embracing life insurance
Singapore’s life insurers have reported a strong 2017 sales with three-quarters of Singaporeans now covered.
Best Practice | 9 Nov 17
The quest for the holy grail of financial literacy
Seven Investment Management’s Justin Urquhart-Stewart is on a personal crusade to promote financial literacy.
He sees parallels between financial professionals use of jargon and the perception in schools that maths is hard. He argues they fuel an unjustified mystique around aspects of financial planning, which is driving clients away.
Here are his four bugbears:
Best Practice | 9 Nov 17
Guardian launches adviser learning tool
Guardian Wealth Management has launched a digital in-house training programme known as GWM Illuminate, to delivers CPD accredited regulated learning across the entire business.


