Best Practice
Wealth management apprenticeship scheme launched in Hong Kong
An initiative designed to provide professional training and employment opportunities for young people interested in careers in private wealth management has been launched in Hong Kong.
Best Practice | 6 Apr 17
CISI honours godfather of financial planning Paul Etheridge
Paul Etheridge, the chairman of UK financial planning firm the Prestwood Group has been awarded a Chartered Institute for Securities & Investment (Cisi) honorary fellowship.
Best Practice | 3 Apr 17
Jersey opens tax disclosure amnesty
Jersey is running a voluntary disclosure scheme giving islanders the opportunity to tell the taxman if they have made a mistake or failed to declare income without having to pay extra penalties, ahead of tougher sanctions that may be brought in next year.
From shock to success: building The Fry Group’s reputation
James Sutton and David Pugh left the UK in search of fresh challenges in Asia. They discovered a marked difference in the quality of financial advice being offered there and set about ensuring The Fry Group raised the standard.
Best Practice | 31 Mar 17
What the changes to the UK nil rate band mean for IHT planning
A staggering 70% of people have no understanding of the new residence nil rate band allowance coming into force on 6 April, which could have serious implications for their inheritance tax planning, warns Old Mutual Wealth financial planning expert, Rachael Griffin.