Features
Best Practice | features 31 Jan 18
Limiting the downside when planning for Brexit
With talks on phase two of the Brexit negotiations expected to officially begin in March, how should financial advisers be reading the situation and preparing on behalf of their UK clients?
Tax & Regulation | features 18 Dec 17
EU blacklist under scrutiny as regulations keep coming
The European Union’s earlier-than-expected publication of its tax haven blacklist has raised questions from various jurisdictions and interested organisations around the world.
Insights | features 14 Nov 17
Risk profiling, made simple
It is widely accepted that asset allocation is the primary driver of long-term returns in any investment portfolio, although long-term strategic asset allocation is not just about economic fluctuations, it is also about having a deep understanding of the long-term relative behaviour of asset classes. Unfortunately, the behaviour of asset classes (across the world, in countless different sectors), is as predictable as a new puppy, or the Great British weather.
Fixed Income | features 3 Nov 17
Silver linings of a mercurial market
Volatile markets have created some unexpected opportunities for global flexible bond funds, says Morningstar.
Best Practice | features 2 Nov 17
Top tips and case study planning with offshore bonds
Offshore bonds have many benefits beyond the more obvious taxation advantages, according to Rachael Griffin, financial planning expert at Old Mutual Wealth.




