Regions
Cold-calling pension company vanishes with millions
An abusive UK pension company that pumped millions into notorious ‘storage’ investments has been shut down by the High Court.
Retirement | 17 Jul 18
Pension freedoms pioneering spirit is at risk
With what clients think is fair to pay firmly at odds with the risks IFAs now associate with advising on pension transfers, have the pensions freedoms lost their way?
PEOPLE MOVES: Holborn, Carrick Wealth, Vanguard
Holborn Assets Hong Kong names its chief executive, Carrick Wealth appoints an acquisitions director who comes by way of the UK, Singapore and Dubai, while Vanguard bolsters its ETF Capital Markets team in Europe.
Carrick targets ultra-wealthy with family office launch
South Africa advisory firm Carrick Wealth has set up a family office to cater to the “unique needs” of ultra-high net worth individuals (UHNWIs).
Tax & Technical | 17 Jul 18
Rich using life insurance to protect against inheritance tax
Life insurance can play a vital role helping wealthy international UK residential property owners protect themselves against future inheritance tax (IHT) bills, according to lawyers Howard Kennedy.