Best Practice

Best Practice | 6 Oct 19

In this article, Brendan Dolan, International Sales Director for Quilter International, provides the stark reality that unless strategic planning is in place, all your hard work to build your business could be undone. Many advisers are already preparing for the US$15 trillion global opportunity that intergenerational wealth transfer is presenting. Do you have a strategy […]

Best Practice | 6 Oct 19

In this article, Jason Pearce, Head of Technical Sales, Hong Kong & NE Asia, considers the benefits of placing assets in a trust and taking advantage of the current nil rate band to reduce UK inheritance tax bills. In common law countries like Hong Kong and the UK, trusts have been recognised and used for […]

Best Practice | 4 Oct 19

In support of the Chartered Institute for Securities and Investment’s Financial Planning Week

Best Practice | 3 Oct 19

It can be much more than a shiny brochure or slick advertising campaign

Best Practice | 27 Sep 19

UK financial planners create the Institute of Financial Wellbeing