Analysis
Best Practice | analysis 11 Jan 18
10 steps to avoid being hit with 40% IHT in 2018
With inheritance tax payments hitting a record high at the end of 2017, the new year is a good time for advisers to ensure that clients are being as tax efficient as possible when passing on wealth to future generations, law firm Collyer Bristow has advised.
Industry | analysis 9 Jan 18
Neuberger blasts credit agencies over ESG failings
“Much more needs to be done” by the big three credit ratings agencies to incorporate environmental, social and governance (ESG) concerns into their issuer ratings, according to Neuberger Berman.
Emerging Markets | analysis 9 Jan 18
What Mark Mobius has done for emerging markets
Whenever a fund manager has a prolonged period of success in their area, certain terms get bandied about as to their status within that field. One favourite used by journalists is ‘guru’, indicating a manager has moved on from ordinary status, to the extraordinary.
Europe | analysis 9 Jan 18
Will 2018 see the decline of British expats in the EU?
Brexit aside, this year looks set to be the turning point when the number of British retirees living in Europe slips into decline.
Best Practice | analysis 9 Jan 18
Making trusts simpler using a bond wrapper
Complications with trust arrangements can be eased by using a bond wrapper to hold any investment, according to Canada Life technical manager Neil Jones.