Profiles & Comment | 12 Sep 13
advisers still a threatened
Figures from the UK regulator show adviser numbers have increased post-RDR, but the pressure is on as the marketplace becomes more competitive.
People Moves | 12 Sep 13
canaccord genuity names finch head
Canaccord Genuity Wealth Management has promoted long-time Collins Stewart WM exec Andy Finch to head of wealth management at its Guernsey operation.
Retirement | 12 Sep 13
sovereign adds isle of man to suite
Sovereign has launched two Isle of Man-based QROPS, making it the only pensions trustee with a QROPS in Gibraltar, Malta and the Isle of Man.
duo of fixed income from funds
Franklin Templeton has launched two new bond funds within its Luxembourg-domiciled Sicav, targeting global corporate high yield and the sovereign debt market.
Tax & Technical | 12 Sep 13
after the climb relief
For UK residents spending time abroad, holding investment bonds can be a good way to avoid paying unnecessary UK tax. However, legislation from HMRC calls for a new calculation. Though deemed ‘not overly complex’, it’s not exactly simple either.