Latest news
Legacy planning still an issue for middle-aged Americans
Survey finds nine in 10 Americans said they are open to discussing end-of-life preferences
Financial planner unveils IoM product for SA expats
Some South African expats could face tax bills of up to 45% of their earnings from March 2020
SJP to build Irish DFM service, deVere CEO buys UAE adviser
SJP’s purchase aimed at expanding Rowan Dartington, while deVere owner builds UAE presence
Morocco-based undergraduates given CISI exam opportunities
The deal could be extended to include finance professionals in the country
One fifth of UK millionaires over 45 will not hand down wealth
Canada Life’s survey highlights people need to have ‘frank and honest’ inheritance conversations

