Best Practice
Best Practice | 15 Mar 18
Zurich Int’l Life rolls out online portfolio management tool
Advisers and their clients will be able to digitally rebalance investments using a digital offering launched by Zurich International Life.
Alternatives | 14 Mar 18
Google bans cryptocurrency ads in high-risk product crackdown
Online advertisements promoting cryptocurrencies and initial coin offerings will be banned on Google, the tech giant has announced.
Best Practice | 13 Mar 18
Could Dodd’s marriage trigger an IHT review?
The marriage of late comedian Ken Dodd to his long-term partner, and the fact that HM Revenue & Customs lost out on nearly £3m ($4.2m, €3.4m) as a result, has prompted questions about the timing of financial planning, especially so-called “deathbed planning”.
Asset management chiefs share six industry concerns for 2018
The asset and wealth management industry is about to usher in a period of disruption, with cyber security threats a big concern, chief executives across the sector have warned.
Best Practice | 13 Mar 18
Comedian Dodd bows out with another tax dodge
The final joke was on the UK taxman, as Liverpudlian comedian Sir Ken Dodd married his partner of more than 40 years just days before his final curtain, ringfencing his fortune from IHT.