United Kingdom
UK may not recognise cross-border suitability after Brexit
Firms will have to think about redoing suitability or repapering clients to the UK
Clients ‘in the dark’ after tax-planning firm closes
Universal Wealth Management advised clients to transfer assets to trusts to avoid care home fees
Best Practice | 12 Oct 18
International Adviser Award Winners Announced
Who triumphed in the Global Financial Services Awards and Best Practice Adviser Awards UK?
Retirement | 11 Oct 18
Doctors win taper allowance concession, but more cuts loom
NHS Pension Scheme can now pay tapered annual allowance up front on behalf of doctors
Strabens Hall appoints PAM to manage core portfolios
Pacific Asset Management will lead the wealth manager’s investment advisory service