Tax & Technical
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.
Tax & Technical | 13 Oct 15
EU succession regulation moves beyond borders
Intended to simplify succession law throughout the EU, legislation known as ‘Brussels IV’ now applies to the estates of deceased people in most EU countries.
Tax & Technical | 9 Sep 15
Technical briefing: The generation game
The chancellor’s introduction of a £1m nil-rate band for inheritance tax announced in this year’s Summer Budget may not be as generous as it first appears.
Investment | 11 May 15
Global reach, local touch – Platform view with Ardan International
The arrival of more international platforms will only benefit advisers and wealth managers if they are flexible enough to operate in the local jurisdictions relevant to the client.
Tax & Technical | 10 Apr 15
A common goal – RL360° talks through the Common Reporting Standard
The Common Reporting Standard is the latest building block of regulation in the march towards a global automatic exchange of information, and financial institutions must get to grips with it.