Best Practice
Best Practice | 28 Feb 18
Mortgage advisers upskill as wealth advisers through Openwork
The first group of candidates have embarked on Openwork’s “Route to Wealth”, a study programme that supports firms upskilling their mortgage advisers to become fully qualified wealth advisers.
Hong Kong budget targets major financial service growth
Hong Kong will make a major push to diversify its financial services and insurance industries through a HK$500m cash injection into bond market development, fintech, green finance and a training academy, the finance secretary outlined in the budget on Tuesday.
Best Practice | 28 Feb 18
Two retirement scenarios where a Qnups comes into play
Despite a fanfare at launch, seven years on the Qualifying Non-UK Pension Scheme has not proved hugely popular even though it can offer useful advantages.
Best Practice | 27 Feb 18
Shakira hit with €20m tax bill in ongoing Spain residency row
Expats in Spain who are not 100% clear on their residency status should pay careful attention to the more than €20m paid by Colombian singer Shakira to Spain’s Treasury for failing to pay tax on her worldwide income.
Best Practice | 27 Feb 18
Nucleus launches DB roundtable series
Nucleus, the adviser-built wrap platform, has brought together a panel of experts and financial advisers to help the IFA community navigate its way through the defined benefit (DB) transfer “minefield”.