Tax & Technical
Tax & Technical | 29 Nov 18
The UK pension dashboard debate
Grasp the issues the dashboard raises for advisers and learn what would make it a success
Tax & Technical | 27 Nov 18
What you need to know about exchange-traded funds
Grasp the merits of exchange-traded funds and learn about new ETFs coming to market
Tax & Technical | 21 Nov 18
Exploring residency/citizenship through investment
There is an ever-growing interest in citizenship-by-investment programmes (CIPs) and investment residence permits (IRPs) from high net-worth individuals. The chief source of enquiries is from countries whose citizens do not have visa-free travel and/or who would like an alternative passport to travel and/or a location in which to reside in the event of political or […]
Tax & Technical | 21 Nov 18
How best to advise an expat returning home to retire
The following case study focuses on a familiar scenario and highlights the importance of international financial advice when moving to and from your home country.
Tax & Technical | 20 Nov 18
Good practice guide to income drawdown, Part 2
This is part 2 or a two-part CPD article about income drawdown. In 2015 the introduction of ‘pension freedoms’ was a game changer for the retirement income market, moving existing pension savings from a source of income in retirement to a financial planning vehicle, says Keith Richards, chief executive officer at the Personal Finance Society. […]