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Impact of Brexit on British Pensions Advice
For the last year we have been analysing the true impact of Brexit on British pensions’ advice within the European Union, and indeed questioned the orthodoxy of British pensions being transferred to Malta and Maltese Trustees for UK and European Union (EU) residents. Regulation, different country setups and double tax treaties all have to be […]
The two-year process to obtain MiFID licence laid bare
For any adviser or adviser firm considering applying for a MiFID (Markets in Financial Instruments Directive) licence in the European Economic Area (EEA), we have a precautionary tale of commitment which extends beyond mere costs.
How to prepare for a pivotal moment in markets
As the pandemic slowly recedes into the rearview mirror, a shift in central bank thinking is creating new challenges for investors. To navigate this fast-changing landscape, Brooks Macdonald’s international funds range draws on a proven investment process.
Private Client Consultancy’s Wealth Network System
How our bespoke portal is giving advisers more resources and clients more confidence
The DIFC is the future of Dubai advice
When it comes to setting up in the UAE, Farringdon’s Stuart Yeomans and Martin Young say there is only really one place to be. Two years into their Dubai story, the duo believe the regulatory shifts outside the DIFC will see the freezone’s role in financial advice grow in importance and influence.