Tax & Technical | 21 Nov 18
How best to advise an expat returning home to retire
The following case study focuses on a familiar scenario and highlights the importance of international financial advice when moving to and from your home country.
Tax & Technical | 20 Nov 18
Good practice guide to income drawdown, Part 2
This is part 2 or a two-part CPD article about income drawdown. In 2015 the introduction of ‘pension freedoms’ was a game changer for the retirement income market, moving existing pension savings from a source of income in retirement to a financial planning vehicle, says Keith Richards, chief executive officer at the Personal Finance Society. […]
Tax & Technical | 20 Nov 18
Good practice guide to income drawdown, Part 1
Understand the risks with choosing income drawdown, how advisers can add value to retirement plans
Tax & Technical | 15 Nov 18
Is Mifid II working?
Mifid II has proved every bit as problematic as we feared. The development budget consumed across providers, advisers and discretionary fund managers (DFMs) in the lead-up to launch amounts to more millions than anyone cares to add up. And the spending hasn’t stopped.
Tax & Technical | 14 Nov 18
WHAT YOU NEED TO KNOW ABOUT OFFSHORE BONDS
Personalised portfolio bonds (PPBs), often promoted simply as offshore bonds, have a place in the toolkit of all IFAs providing advice to expats that need to move from country to country, and who require a wide range of investments and various tax benefits. While financial planners should never put themselves forward as tax advisers, deferred […]