Multi Media
Multi Media | 16 Jul 12
No go areas in tax planning, unravelling complex schemes, and where a wealth manager draws the line
Find out where Iain draws on the line reducing the tax bill for London & Capital clients and the specific role that wealth managers can play in tax planning so as not to steal the thunder from accountants. Iain is a huge fan of keeping advice simple and he highlights how he sometimes has to […]
Multi Media | 16 Jul 12
A reputation for looking after international clients and the journey to building $3bn under management
Iain Tait, head of private clients and partner at independent wealth manager London and Capital explains how the business acquired a reputation from its early days for dealing with international clients, many of whom are South African and American citizens. Iain also outlines the meandering journey that has led to London and Capital building a […]
Multi Media | 28 May 12
Past, present and future – UK double glazing salesmen who easily become financial advisers abroad, and expansion in the Middle East
Aidan characterises overseas jurisdictions as 20 years behind the UK and that what really got under his skin was the poor quality of pensions advice in Asia, such as two sides of A4 for a complex pension transfer case. Looking ahead, Aidan has the Middle East on The Fry Group’s business agenda and a fully […]
Multi Media | 25 May 12
Tricky advice areas – difficult jurisdictions and the alternatives to using QROPS
Aidan pinpoints Malaysia as the most difficult jurisdiction he has dealt with over the years because of its lack of maturity in terms of regulation and the corresponding grey areas which makes the giving of advice a difficult process. He also characterises The Fry Group’s approach to advice as conservative, which he says has meant […]
Multi Media | 25 May 12
The new broom – plans for an efficiency drive and the current business focus on Europe and Asia
Stepping into the shoes of long standing director Graham Barnes, The Fry Group’s new international director Aidan Bailey discusses his plans for an efficiency drive and focusing the business on Europe and Asia. Aidan explains that he already has an international dimension to his career with his ten years of experience as an expat in […]