Best Practice
Best Practice | 7 Mar 17
Countries travel at different speeds in global ethics journey
Integrity in finance is a global concern but the ethics journey differs country to country, say key members of the Chartered Institute for Securities & Investment (CISI).
Best Practice | 3 Mar 17
Understanding estate planning in France
Estate planning in France is made far more challenging by ‘forced heirship’ succession law and inheritance tax rates of up to 60%, explains Jason Porter, director of European IFA firm Blevins Franks. The regime is particularly daunting for complex family situations.
Best Practice | 2 Mar 17
Global transparency drive may catch more firms than Fatca
A lot more financial institutions could find themselves caught by the Common Reporting Standard (CRS) requirements despite being exempt from Fatca reporting, Allan Wilkinson, associate director of chartered accountancy firm Buzzacott, has warned.
Best Practice | 1 Mar 17
Chartered institutes unite to boost financial services sector
Three financial services institutes have launched the Chartered Body Alliance to help consumers recognise the benefits of engaging with qualified professionals.
Best Practice | 1 Mar 17
How to avoid being scammed
The Financial Conduct Authority (FCA) has revealed the tactics used by investment fraudsters to deceive the over 55s, as it urges the demographic to check investment opportunities are genuine before parting with their money.