CPD
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. […]
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.