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Tax & Technical

Technical briefing: Catching a wave

Life | 20 Apr 16

Technical briefing: Catching a wave

Solvency II is making a splash in Europe, with EU-based insurers riding the latest wave of regulation. Only time will tell how its arrival in the EU will impact life insurance companies.

Technical briefing: Making sense of tax breaks

Tax & Technical | 15 Feb 16

Technical briefing: Making sense of tax breaks

There will be winners and losers as a new £5,000 dividend allowance is introduced from April and advisers should review wrappers and seek fresh solutions to ensure investors make most of the new tax break.

Roller coaster 2016 for financial advisers

Tax & Technical | 7 Jan 16

Roller coaster 2016 for financial advisers

Following a year packed with change, announcements, and consultations, Canada Life International’s Neil Jones gives his view on what to expect on the tax and investment front in 2016.

Retirement trends: The Twelve Days of Pensions

Tax & Technical | 16 Dec 15

Retirement trends: The Twelve Days of Pensions

Embracing the festive season, Fidelity International presents to you “The Twelve Days of Pensions 2015”, outlining key retirement trends gleaned from customers calling its contact centre between July and November 2015.

Expert guide to UK pension transfers overseas

Tax & Technical | 19 Nov 15

Expert guide to UK pension transfers overseas

Darion Pohl, chief executive of Prism Xpat provides an expert view on the factors an adviser needs to take into account when considering a defined-benefit pension transfer to a recognised overseas pension scheme for a UK retiree planning to retire overseas.

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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.