Tax & Technical | 4 Feb 19
How planning can vastly improve an expat’s tax position
Understand the implications for those retiring back home
Best Practice | 4 Feb 19
Case study: How to move to Portugal
What must prospective UK expats consider before moving overseas? Blevins Franks’ Jason Porter breaks it down
Best Practice | 29 Jan 19
Put down the whistle and pick up the microphone
Creating a culture that encourages financial services employees to speak up about wrongdoing
Tax & Technical | 28 Jan 19
The challenges of pension transfers for clients in poor health
Financial advisers are often called upon to impart recommendations on a variety of pension transfers when clients are in poor health. This could be in the form of defined benefit (DB) pension transfers or transfers where safeguarded benefits are involved, such as guaranteed annuity rates. Even pension switches with a view to access flexible benefits […]
NRI Adviser | 21 Jan 19
How to secure your business against cyber attacks
Six top tips for keeping your systems safe and helping your clients do the same