Best Practice
Best Practice | 9 Feb 18
One in 25 expecting a million pound inheritance – survey
One person in 25 in the UK expects to inherit an estate over a million pounds, according to research from Canada Life.
The story of a young financial planner firm in South Africa
A volatile political landscape, constant regulatory upheaval and a recent economic downgrade to junk status are just some of the many challenges an adviser must overcome when setting up a new financial planning firm in South Africa.
Best Practice | 8 Feb 18
5 overlooked areas of tax planning
Seven Investment Management (7IM) highlights five often overlooked ways that investors can make the most of tax efficient saving and investing in general.
Best Practice | 8 Feb 18
A real-life client plan to move from the UAE to the UK
Dip into a real-life case study of a high net worth client whose complex multi-jurisdictional circumstances need a structural framework for the long term.
Best Practice | 7 Feb 18
Jersey regulator disappointed with suitability review outcome
A host of failings have been flagged up during the Jersey Financial Services Commission’s (JFSC) review of 10 locally-based firms and the suitability of the investments they recommend.