Features

Best Practice | features 4 Apr 18

In this real-life case study, a high net worth family of mixed ethnicity faces complex issues around succession planning, inheritance tax and forced heirship.

Best Practice | features 3 Apr 18

The UK’s new trust register is ringing in big changes for non-UK trustees and beneficiaries.

Best Practice | features 26 Mar 18

Managing client complaints that could put a firm’s good name on the line must be at the heart of a standard planning process.

Best Practice | features 23 Mar 18

In any service industry, the question of ‘when?’ can be just as important as ‘how much?’ when it comes to remuneration, explains Danny Knight, director at Old Mutual Wealth Multi-Asset.

Best Practice | features 22 Mar 18

The UK has lost its reputation as a top destination among high net worth individuals, who have been left disenchanted by the direction of government policy, prompting an outflow to more attractive jurisdictions.