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Best Practice | 19 Jun 18
Top 5 tips for reducing your IHT bill
With HM Revenue & Customs’ take from inheritance tax climbing steadily, Canaccord’s head of wealth planning gives his top five measures to mitigate its effect.
Returns only a part of HNWI satisfaction
Wealth managers should go beyond a pure functional role and work more on the personal connection with high net worth clients, according to David Wilson, head of Asia wealth management at the consulting firm Capgemini.
Intrinsic to compensate client for pension transfer charges
Intrinsic Financial Planning has been ordered by the UK’s Financial Ombudsman Service (FOS) to compensate a client who says he was not aware of the charges that were applied to his pension on transfer.
Ronaldo accepts €18.8m fine in tax evasion case
Portuguese football superstar Cristiano Ronaldo has agreed to accept an €18.8m (£16.4m, $21.8m) fine and a suspended jail sentence to settle tax evasion charges, according to media reports.
‘Lifestyle’ insurance start-up set for launch
An AIG-backed life insurance tool that uses ‘behavioural science and artificial intelligence’ is to be rolled out later this year.