Best Practice

Best Practice | 23 May 17

The Isle of Man financial regulator is to crack down on collective investment funds by setting out “effective” guidance rules to “safeguard the reputation of the island”.

Best Practice | 22 May 17

President Donald Trump unveiled his much-anticipated tax plan last month, promising “the biggest tax cuts in history”. Here tax advisers Ephraim Moss and Joshua Ashman from Expat Tax Professionals show how the proposals will affect US expats living around the world.

Best Practice | 19 May 17

The realities of Mifid II are beginning to dawn as advisers across Europe start to realise that commission transparency will be led by product providers, which could leave them feeling a bit exposed, says Shane Wood, business development manager for European IFA network OpesFidelio.

Best Practice | 18 May 17

Financial advisers expect a boom in demand for inheritance tax (IHT) advice and are looking to strengthen business partnerships with lawyers to help them cope.

Best Practice | 16 May 17

Two fifths of business owners and entrepreneurs are pursuing a “giving while living” approach when it comes to estate planning, according to a new report by RBC Wealth Management, creating the “biggest opportunity” for financial advisers.