Best Practice
Best Practice | 1 Sep 17
IFA firm says remote working boosted staff productivity
An Northern Ireland-based financial life planning firm that closed its headquarters for a full month in July said the remote working initiative boosted staff morale and productivity.
Best Practice | 1 Sep 17
Back to basics: life insurance key part of financial planning
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 gets a rebrand to spurn ‘tax haven’ label
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
UK advisers relying on model portfolios
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
HMRC’s rules for IHT on downsizing property are ‘impenetrable’
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.