Tax & Technical
Tax & Technical | 20 Nov 18
Good practice guide to income drawdown, Part 1
Understand the risks with choosing income drawdown, how advisers can add value to retirement plans
Tax & Technical | 15 Nov 18
Is Mifid II working?
Mifid II has proved every bit as problematic as we feared. The development budget consumed across providers, advisers and discretionary fund managers (DFMs) in the lead-up to launch amounts to more millions than anyone cares to add up. And the spending hasn’t stopped.
Tax & Technical | 14 Nov 18
WHAT YOU NEED TO KNOW ABOUT OFFSHORE BONDS
Personalised portfolio bonds (PPBs), often promoted simply as offshore bonds, have a place in the toolkit of all IFAs providing advice to expats that need to move from country to country, and who require a wide range of investments and various tax benefits. While financial planners should never put themselves forward as tax advisers, deferred […]
Tax & Technical | 9 Nov 18
What advisers need to know about extradition
To properly advise clients, it is important for any international financial adviser to be aware of legal systems that can reach across borders. Today, many legal tools exist that are specially tailored to resolving disputes, including those overseas. Two such tools are Interpol’s ‘Red Notice’ system and European arrest warrants (EAW). This article is aimed […]
UK launches inquiry into taxation of trusts
HMRC is seeking views and evidence on whether the current regime is transparent, fair and simple