Best Practice

Best Practice | 26 Jul 17

International tax and wealth management firm Blevins Franks has identified five key planning issues for UK citizens wanting to avoid punitive tax implications when making their move from Europe back to Britain. Click on the slides below to see them.

Best Practice | 25 Jul 17

Investors can assess whether a DFM offers value for money by unbundling the DFM’s service into admin costs, market access costs and applied research, and allocating a “reasonable cost to each”, a consultancy claims.

Best Practice | 24 Jul 17

Financial advisers from St James’s Place are failing to comply with rules on transparency around charges and some are misleading potential customers about what they can offer, an investigation by UK consumer watchdog Which? has found.

Best Practice | 19 Jul 17

British expats still have some crucial misunderstandings about their domicile status and tax position that could leave them and their loved ones financially exposed and even land them in trouble with HM Revenue & Customs, warns Rachael Griffin, financial planning expert at Old Mutual Wealth.

Best Practice | 18 Jul 17

Rising concern about the future viability of UK defined benefit (DB) pensions schemes is driving demand for transfers into self-invested personal pension plans (Sipps), according to research published Tuesday.