CPD

Tax & Technical | 14 Nov 18

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

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 […]

Retirement | 6 Nov 18

  Since HM Revenue & Customs (HMRC) introduced the Qualifying Non-UK Pension Scheme (Qnups) in 2010, there has been much interest but little uptake of these as standalone pensions. Initially, Qnups were regarded as inheritance tax (IHT) planning vehicles. However, the primary purpose must be to provide retirement benefits. The limitations on how these benefits can […]

Asia | 2 Oct 18

New fit and proper, continuing professional development and education standards proposed

Best Practice | 14 Dec 16

Adviser built-wrap Nucleus has launched an online portal to help UK adviser firms with their professional and practice development.