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News

AJ Bell warns of pensions overtax pitfall

Industry | news 11 Sep 17

Abusive tax schemes face bigger penalties

The UK Government’s latest finance bill includes new penalties targeting advisers who ‘enable’ the use of tax avoidance schemes.

Companies | news 11 Sep 17

Dublin duo join OpesFidelio advice network

European cross-border financial planning network OpesFidelio has added a Dublin branch run by Nick and Rachel Reid.

Industry | news 11 Sep 17

Delay drawing pension until next year says expert

Financial advisers should tell clients thinking of taking money out of their pension fund over the next few months to wait until next year to make full use of the increase in the Lifetime Allowance (LTA), industry experts are saying.

Asia | news 11 Sep 17

Raid on rival boosts new AIA advice arm

Singapore’s newly minted AIA Financial Advisers is on a recruitment spree and has reportedly made an offer of around S$100m (£56.5m, $74.5m, €62m) to lure across more than 300 people from Great Eastern’s Advisors Alliance Group.

Investment | news 11 Sep 17

Should you sell in summer?

Negative updates and rocky company accounting during quiet summer months should not be a sole signal to sell a stock, says SVM Asset Management’s Margaret Lawson.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.