Retirement
Retirement | 10 Apr 17
UK IFA banned over advice to invest £12m in store pods
A former UK adviser has been banned from being a director for nine years after his now collapsed IFA firm gave advice to over 300 clients to invest £12m (€14m, $14.8m) in unregulated investments in storage units.
Retirement | 7 Apr 17
Sipp provider Liberty reports massive 87% rise in assets
Liberty Sipp, a UK provider of self-invested personal pension schemes (Sipps), has increased its assets under management by an astonishing 87% over the last year.
Middle East | 5 Apr 17
Dubai advisers share challenges facing retirement planning
From the new Qrops tax charge in the UK to the growing international mobility of
clients, financial advisers in Dubai give their views on the challenges they face
in helping clients plan for their retirement.
Retirement | 31 Mar 17
Gibraltar shuns flexible access in surprise Qrops twist
Gibraltar will not drop its rule that 30% of a Qrops fund can be taken tax free despite a widespread industry view that HM Revenue & Customs requires full flexible access for all qualifying schemes.
Best Practice | 31 Mar 17
What the changes to the UK nil rate band mean for IHT planning
A staggering 70% of people have no understanding of the new residence nil rate band allowance coming into force on 6 April, which could have serious implications for their inheritance tax planning, warns Old Mutual Wealth financial planning expert, Rachael Griffin.