Best Practice
Best Practice | 10 Oct 17
Not all trusts need to register clarifies HMRC
HMRC has issued new guidance for users of its online trust registration service and confirmed the circumstances in which offshore trusts do not need to register.
Best Practice | 9 Oct 17
Advisers failing clients on social responsibility
Financial advisers are failing customers by not providing them with information on the environmental and social impact of their investments, a survey has found.
Best Practice | 6 Oct 17
UK adviser launches ‘world citizen’ planning service
UK financial adviser firm Perceptive Planning has launched a collaborative initiative aimed at engaging with advisers who have internationally mobile clients.
Best Practice | 5 Oct 17
South Africa Best Practice Adviser Award winners revealed
The winners in South Africa for International Adviser’s Best Practice Adviser Awards 2017 series were revealed on 5 October at the Vineyard Hotel in Cape Town.
Best Practice | 4 Oct 17
Demonstrating value to clients when using DFMs
The growing use of discretionary fund managers (DFMs) has put some advisers in a sticky situation. How can you comfortably charge a fee for an on-going service model when one of the most visible parts of that service is outsourced?