Best Practice | 15 Jan 18
Double milestone for financial planner firm
City of London financial planning firm Investment Quorum has notched up a double milestone, celebrating its most successful year to date and a decade running an in-house investment management arm.
Best Practice | 10 Jan 18
How one IFA uses tech to X-ray its international business
How can international financial planners get the most out of technology and where exactly should the line be drawn?
Best Practice | 9 Jan 18
Making trusts simpler using a bond wrapper
Complications with trust arrangements can be eased by using a bond wrapper to hold any investment, according to Canada Life technical manager Neil Jones.
Best Practice | 8 Jan 18
Two international tax case studies on Indian expats
India is thought to have more citizens living abroad than any other country in the world, estimated by its government to exceed 30 million.
Tax & Regulation | 5 Jan 18
Beware: Contentious blacklist, revised Rops, HMRC offshore vow
Regulatory activity across the world shows no signs of abating as 2018 gets up and running.