IHT

Companies | 28 Nov 17

Quilter Cheviot has launched a strategy investing in the alternative investment market (Aim), targeted at UK-based high net worth investors.

Best Practice | 7 Sep 17

Two international life companies gave conflicting views on the tax treatment of offshore bonds to chartered financial planner Patrick Murphy, of Zen Wealth, in his quest to offer fee-based advice for his UK domiciled clients who have been tax resident in Spain for 10 years.

Best Practice | 5 Sep 17

New rules for the taxation of non-domiciles are likely to come into force this month, back-dated to take effect from 6 April.

Best Practice | 1 Sep 17

IHT planning, nil rate bands and replacing pension scheme death benefits are some of the reasons life insurance needs to remain a core part of financial planning, according to Chris Lean, a chartered financial planner with Aisa International. Click through the slides below to see six key reasons advisers need to speak to clients about ensuring they are protected.

Best Practice | 23 Aug 17

Inheritance tax receipts have risen steadily since 2009/10 and while it is still a small slice of the UK’s overall GDP, the percentage is increasing and advisers need to help clients plan accordingly as it’s not just the wealthy that can be hit, Killik & Co’s Sarah Hollowell tells International Adviser.