Best Practice
Best Practice | 5 Apr 18
Expat retirement planning – probably the most valuable advice you can give
Advising expat clients on pensions can be complex – David Denton – Head of International Technical Sales at Old Mutual Wealth highlights some areas where advisers can make a real difference.
Best Practice | 4 Apr 18
End of tax year – one day left!
Investors and savers have just one day left to take advantage of the current tax exemptions and benefits before new rules come into force in the UK on 6 April.
Kuwait edges closer to controversial expat tax
Kuwaiti politicians are preparing to debate a polarising remittance tax for foreigners working in the country, after it was controversially endorsed by the parliament’s financial and economic affairs committee.
Best Practice | 4 Apr 18
High net worth family planning using trusts
In this real-life case study, a high net worth family of mixed ethnicity faces complex issues around succession planning, inheritance tax and forced heirship.
Best Practice | 3 Apr 18
Five firms pull free pension transfer tool
Prudential, Scottish Widows and LV are the latest providers to stop their free pension transfer value analysis services (Tvas) for advisers, as they respond to regulator concerns that such tools could act as an inducement.