Industry
Best Practice | 29 Jan 18
End of tax year: Making the most of allowances
Advisers should act now to make sure their clients make the best use of allowances as the countdown starts for the end of the UK tax year. Click through the slides to see the Prudential technical team’s list of actions advisers should consider.
Jersey firm expands private client strength and adds specialism
Offshore services provider Ocorian is to purchase Jersey-based Capco Trust, an independent private client and corporate services business.
PEOPLE MOVES: HSBC Private Bank, Deutsche Bank, Savills IM
HSBC Private Bank has appointed a head of Luxembourg, Deutsche Bank Wealth Management has appointed a team to lead its non-resident Indian offering in Singapore and Savills IM pivoted toward Asia with series of senior moves.
Alzheimer’s sufferer ruled fit to marry but not update his will
A woman whose father has dementia has failed to get the England and Wales Court of Protection to stop him from being able to remarry, which will substantially reduce her inheritance after his death.
Best Practice | 26 Jan 18
Mifid II will kill fund price herding: Nucleus CEO
Mifid II will kill the mistaken notion that all funds cost the same, Nucleus chief executive David Ferguson says.