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Best Practice | sponsored 5 Apr 18
Expat retirement planning – probably the most valuable advice you can give
Advising expat clients on pensions can be complex – David Denton – Head of International Technical Sales at Old Mutual Wealth highlights some areas where advisers can make a real difference.
Emerging Markets | sponsored 20 Mar 18
Emerging markets: Who’s in your little red book?
Sometimes the details reveal the bigger picture.
Best Practice | sponsored 23 Jan 18
Getting Under the Skin of Pension Transfers – the importance of explaining risk
It is vitally important to explain risk to clients who are transferring their defined benefit (DB) pensions.
Best Practice | sponsored 9 Jan 18
Paul Evans talks Middle East regulation changes and supporting advisers
Paul Evans, head of sales for the Middle East and Africa at Old Mutual International, discusses the work his team is doing to support advisers dealing with changing regulation and client needs. He is finding increasing demand for new product solutions and outsourcing options to meet the needs of high net worth clients.
Best Practice | sponsored 18 Dec 17
Finally there! – The UK taxation of foreign domiciles
by David Denton, head of international technical sales at Old Mutual Wealth
Plenty has been made over the plight of UK resident non-doms given the radical changes proposed in 2015, but attention should also be taken by international advisers regarding certain non-resident/non-dom clients too, now legislation has been passed and backdated to 6 April 2017. This article considers several of these ‘new’ traps and appropriate planning strategies.