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Best Practice

Best Practice | 26 Sep 19

Europe Best Practice Adviser Award winners revealed

Our awards spotlight best practice in such areas as client service and business strategy

Best Practice | 23 Sep 19

Three reasons why inheritance tax is becoming a ‘perfect storm’

Inheritance tax (IHT) divides opinion, because it creates the potential for a person’s wealth to be taxed twice; firstly as it accumulates through income and/or capital gains taxes, then again on death.

Asia | 16 Sep 19

Australian bank tackles vulnerable client issue

As global concerns see UK-based financial services software provider roll out an IFA support tool

Best Practice | 16 Sep 19

International tax systems, global mobility and wealth transfer.

The pace and scale of global mobility has accelerated in recent decades, for employment, lifestyle change and retirement. Those with cross border lifestyles, or arriving in counties anew, face increasingly complex regulations, laws and systems of taxation, whilst political agendas such as Brexit might have far reaching consequences.  COVID-19 has also displaced people, particularly expatriates, […]

Best Practice | 16 Sep 19

Raising awareness about pensions

Scary statistics suggest that people have little clue about how much retirement costs

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.