Best Practice

Best Practice | 14 Jul 17

Advisers and clients could be caught unaware by a little-known change to offshore bond top-slicing, warns Rachael Griffin, financial planning expert at Old Mutual Wealth.

Best Practice | 13 Jul 17

Wealth manager Brewin Dolphin has launched a financial planning apprenticeship scheme aimed at attracting new recruits into the profession.

Best Practice | 13 Jul 17

Those receiving financial advice are, on average, £40,000 ($51,468, €44,973) better off than their peers who do not, research from the International Longevity Centre UK (ILC-UK) has found.

Best Practice | 12 Jul 17

The Isle of Man financial regulator is taking action against anti-money laundering and terrorist financing with new guidance rules aimed at “avoiding a tick-box approach” to assessing the risk of customer involvement in such activities.

Best Practice | 10 Jul 17

For years, qualifying non-UK pension schemes (Qnups) have been seen as a niche product relegated to the realms of ‘aggressive tax planning’, says Martin Hall, director of Isle of Man-based pension provider Optimus. Here he reveals five reasons why it’s time for advisers to re-evaluate their position.