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Retirement

Five steps to planning a tax-efficient return to the UK

Best Practice | 26 Jul 17

Five steps to planning a tax-efficient return to the UK

International tax and wealth management firm Blevins Franks has identified five key planning issues for UK citizens wanting to avoid punitive tax implications when making their move from Europe back to Britain. Click on the slides below to see them.

SimplyBiz launches DB pension transfer bureau

Retirement | 26 Jul 17

SimplyBiz launches DB pension transfer bureau

Financial adviser support firm The SimplyBiz Group has launched a defined benefit (DB) pension transfer service for advisers who need specialist guidance.

STM launches Sipp for international clients

Retirement | 17 Jul 17

STM launches Sipp for international clients

STM Group has launched a UK-based self-invested personal pension (Sipp), designed specifically for international clients with UK pensions, taking advantage of recent changes impacting the Qrops market.

UK pension transfer changes – what are the risks for advisers?

Best Practice | 17 Jul 17

UK pension transfer changes – what are the risks for advisers?

The FCA has proposed overhauling the rules for advising on DB to DC pension transfers. Rob Morris, partner at RPC, looks at the risks these changes create for financial advisers and their insurers.

Advised clients £40,000 better off

Best Practice | 13 Jul 17

Advised clients £40,000 better off

Those receiving financial advice are, on average, £40,000 ($51,468, €44,973) better off than their peers who do not, research from the International Longevity Centre UK (ILC-UK) has found.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser. Site managed by Furness Media