Industry

Companies | 9 Nov 17

Coram Asset Management taken on a new name, MitonOptimal (UK), and announced the launch of a model portfolio service following its acquisition of Minerva Fund Managers earlier this year.

Best Practice | 9 Nov 17

Seven Investment Management’s Justin Urquhart-Stewart is on a personal crusade to promote financial literacy.

He sees parallels between financial professionals use of jargon and the perception in schools that maths is hard. He argues they fuel an unjustified mystique around aspects of financial planning, which is driving clients away.

Here are his four bugbears:

Europe | 9 Nov 17

Should a European policyholder (assuming that they are also the life insured) become UK tax resident, the question arises of how foreign insurance bonds are taxed in the UK writes Mara Monte, associate in Withers’ Private Client and Tax team.

Europe | 9 Nov 17

A ‘substance’ test that determines whether actual business activities of offshore structures take place in a jurisdiction could be the make or break factor for 53 countries facing the prospect of being added to an EU-wide tax haven blacklist.

Best Practice | 9 Nov 17

Guardian Wealth Management has launched a digital in-house training programme known as GWM Illuminate, to delivers CPD accredited regulated learning across the entire business.