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United Kingdom

Goldman Sachs offers US Smaller Cap Equity Portfolio

Investment | 20 Jun 18

Goldman Sachs offers US Smaller Cap Equity Portfolio

The portfolio is a new sub-fund of the Ucits-qualifying Luxembourg-domiciled Goldman Sachs Funds Sicav.

Investment | 19 Jun 18

7IM assets up 14% ahead of acquisition

Seven Investment Management (7IM) ended 2017 with assets under management at £12.4bn ($16.4bn, €14.1bn), up 14% from £10.9bn in 2016.

10 steps to avoid being hit with 40% IHT in 2018

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.

Intrinsic to compensate client for pension transfer charges

Regions | 19 Jun 18

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.

‘Lifestyle’ insurance start-up set for launch

Life | 18 Jun 18

‘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.

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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.