Best Practice

Best Practice | 1 Sep 17

IHT planning, nil rate bands and replacing pension scheme death benefits are some of the reasons life insurance needs to remain a core part of financial planning, according to Chris Lean, a chartered financial planner with Aisa International. Click through the slides below to see six key reasons advisers need to speak to clients about ensuring they are protected.

Best Practice | 1 Sep 17

Jersey Finance has launched a new communications strategy to counter the negative impact of cross-border financial centres’ malpractice on the general public, and to improve the image of its financial services industry in the local community and abroad.

Best Practice | 31 Aug 17

More than three quarters of advisers in the UK use model portfolios according to new research which shines a light on the growing shift towards structured investment offerings.

Best Practice | 30 Aug 17

New HMRC guidelines on how people can downsize their home but retain the value of their previous residence for inheritance tax reduction purposes have been branded ‘impenetrable’ by accountancy body the ICAEW.

Best Practice | 29 Aug 17

International IFA firms, lawyers, accountants and wealth managers need to be “astute to the challenges and effects” of the UK Criminal Finances Act, which comes into effect on 30 September, a leading Channel Islands law firm has warned.