Best Practice

Best Practice | 11 Sep 17

A host of dodgy companies and scammers are “trying to leach off the hard-earned reputation” of website MoneySavingExpert.com and its founder Martin Lewis.

Best Practice | 8 Sep 17

HM Revenue & Customs will be able to review “disproportionate” tax bills slapped on people who withdraw money from their life policies but “it is crucial that this isn’t seen as a safety net”, warns Old Mutual Wealth tax and financial planning expert Rachael Griffin.

Best Practice | 8 Sep 17

Investment manager and Sipp provider Intelligent Money has launched a white-labelled investment tool that allows advisers to offer a low-cost proposition to inactive clients they no longer serve face-to-face.

Asia | 8 Sep 17

Isle of Man-based savings provider Hansard International has teamed up with global asset manager Fidelity International to launch a tool to help financial advisers identify the risk profile of retail clients.

Best Practice | 7 Sep 17

Two international life companies gave conflicting views on the tax treatment of offshore bonds to chartered financial planner Patrick Murphy, of Zen Wealth, in his quest to offer fee-based advice for his UK domiciled clients who have been tax resident in Spain for 10 years.