How The Fry Group improved client outcomes with technology

The Fry Group’s David Pugh sets out the firm’s approach to the use of technology in improving and broadening its offering to clients.

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.

Africa | 9 Feb 18

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