Best Practice | 5 Apr 18
Sinister twist for expat finances
The portability of an expat’s financial affairs afforded by the digital revolution for the growing number of those living and working away from their domiciled residence comes with a sinister twist, says Nick Eatock, executive chairman of back office software provider Intelliflo.
Best Practice | 4 Apr 18
High net worth family planning using trusts
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 | 3 Apr 18
Case study insights into the UK’s new trust register
The UK’s new trust register is ringing in big changes for non-UK trustees and beneficiaries.
In the mix: heavier fines, judgement error, blacklist tweaks
A certain irony pervaded recent regulatory news. Just as HM Revenue & Customs fired a warning shot that threatened heavier fines for tax evaders with overseas assets, the next chair of the UK’s Financial Conduct Authority admitted an error in judgement in using a tax-avoidance film scheme promoted by Ingenious.
Best Practice | 26 Mar 18
Is your reputation at risk?
Managing client complaints that could put a firm’s good name on the line must be at the heart of a standard planning process.