Best Practice

Best Practice | 18 Oct 16

The Australian Government will introduce legislation this year to set up a new independent standards body to oversee the country’s 22,500 financial advisers, enforce uniform educational standards and police an official code of ethics.

Best Practice | 18 Oct 16

Now is the time for advisers to help their non-UK-domiciled clients tackle the radical changes set to restrict tax benefits on indirect property holdings, says FPI’s Brendan Harper.

Best Practice | 17 Oct 16

More than three in five UK adults with assets above the individual inheritance tax (IHT) threshold do not know what the limit is and are potentially putting their families at risk of an unexpected tax bill, according to Canada Life.

Best Practice | 14 Oct 16

Sales of personal pensions fell by 6.8% in the second quarter of this year as a leading tax expert urges the UK government to do more to get the country’s retirement savings “back on track”.

Best Practice | 14 Oct 16

Financial advisers name the challenges facing the future of their businesses, from poor market performance and a challenging regulatory environment, according to a survey by Natixis Global Asset Management, which questioned 2,550 advisers across 15 countries.