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Financial planning

Financial planning | 24 May 24

II Connect captures the pre-election mood with ‘call to action’ cross-jurisdictional planning

Canada Life’s John Chew call for advisers to urgently contact their clients “in the next week”

Financial planning | 22 May 24

Hoxton Capital Management reclaims over £1m for clients through tax planning

The funds primarily stem from pension withdrawals and withholding tax deductions in the UK

Companies | 22 May 24

Melo partners with longstanding online financial adviser community LifeTalk for ‘new voice’

Melo was formed through recent merger of The Exit Partnership, Change Squared and AspireExec

Financial planning | 21 May 24

II Connect 2024 Preview (2 days to go) – Meet The Speakers: Canada Life

In the spotlight are implications of recent budget announcements on advice, domicile and residency considerations

Financial planning | 17 May 24

More competition means advisers must choose with care…

New market participants have to differentiate themselves

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

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.