Tax & Technical

Tax & Technical | 12 May 17

Intergenerational wealth disparity, tax simplification and removal of the £1m lifetime pension allowance are all addressed in a remarkable letter to the prime minister from Brewin Dolphin chief executive David Nicol.

Best Practice | 13 Apr 17

Changes in regulation coupled with a transformation in client expectations and increased use of technology means financial advisers need to review their business model to ensure they have a business that is future fit, says Old Mutual Wealth’s Mike Leeson.

Best Practice | 8 Feb 17

The use of partial surrenders of offshore bonds can still make for a good tax-planning strategy, says Utmost’s Simon Martin, ahead of a restitution process set to be introduced by HM Revenue and Customs (HMRC) later this year.

Best Practice | 13 Jun 16

Successful investment leading up to pension age plays a significant role in retirement outcome but taking full advantage of the taxation benefits available can equally help maximise an expat’s position.

Middle East | 26 May 16

AES International has decided to implement the advice and wealth management platform Xplan, developed by Australian technology company IRESS, to help remove time-consuming manual processes across its business.