Offshore Bonds
Make America indebted again
On the one-year anniversary of president Donald Trump’s inauguration, his administration is more divided than ever with growing murmurs of a government shutdown. One thing the president seems to have unwavering support on is his tax bill, but with treasury yields rising should investors be more concerned?
Best Practice | 2 Jan 18
Swiss advisers on life after Fatca
Five years after the US introduced stringent regulations that required foreign financial institutions to report the assets of US-domiciled clients, Swiss IFAs tell International Adviser the move has created greater specialisation across the industry and is still having an impact.
Best Practice | 15 Dec 17
Three categories added to personal portfolio bonds
Personal portfolio bonds (PPB) may become more attractive to investors as new regulations will allow additional property categories to be held within them.
Best Practice | 15 Dec 17
Top five chargeable queries of 2017
One of the most common topics prompting advisers to reach out to life companies for support was around chargeable events. With a myriad of changes in recent years, it is little wonder that the already complicated topic has many UK advisers scratching their heads. Canada Life has put together a list of the five most common chargeable event queries advisers asked in 2017.
Old Mutual Intl takes balanced approach with UK bond
Old Mutual International (OMI) has launched a trust-based bond that looks to balance access to capital with inheritance tax planning and give control over the future distribution of assets.