Best Practice

Best Practice | 19 Dec 17

Mifid II comes into effect on 3 January, and while many advisers remain woefully unprepared, significant benefits will make the sleepless nights worthwhile.

Best Practice | 18 Dec 17

Advisers are facing political, economic and regulatory uncertainties, according to the European Financial Planning Association and the UK’s Personal Finance Society.

Best Practice | 18 Dec 17

by David Denton, head of international technical sales at Old Mutual Wealth

Plenty has been made over the plight of UK resident non-doms given the radical changes proposed in 2015, but attention should also be taken by international advisers regarding certain non-resident/non-dom clients too, now legislation has been passed and backdated to 6 April 2017. This article considers several of these ‘new’ traps and appropriate planning strategies.

Best Practice | 15 Dec 17

Personal portfolio bonds (PPB) may become more attractive to investors as new regulations will allow additional property categories to be held within them.

Best Practice | 15 Dec 17

One of the most common topics prompting advisers to reach out to life companies for support was around chargeable events. With a myriad of changes in recent years, it is little wonder that the already complicated topic has many UK advisers scratching their heads. Canada Life has put together a list of the five most common chargeable event queries advisers asked in 2017.