Best Practice | 29 Sep 23
How do platforms need to communicate with advisers?
‘Good things happen when you bring your customers closer to your product, development and design specialists’
What advisers need to know about the statutory residence test
A recent HMRC case has shown the UK taxman will ‘instigate intensive enquiries where exceptional circumstances are claimed’
How UK expat clients can tackle rising IHT bills
Fines on families who broke inheritance tax rules jumped by a third to £2.28m last year
What advisers need to know about being acquired by a PE-backed firm
It is ‘critical to find a synergy’ between both companies
How digital transformation is impacting Japan’s wealth industry
Companies are being ‘forced’ to be ‘attentive’ with their tech plans