Best Practice | 20 Jun 18
Older investors ‘de-risking too early’
Too many older clients dial back their investment risk too soon, when they should be taking on opportunities, a survey has found.
Spanish tax inquiries triggered by common reporting standard
It is only “a matter of time” before an innocent international client is accidentally snared by the Common Reporting Standard (CRS), according to a European tax adviser with clients who have received tax investigation notifications.
Best Practice | 19 Jun 18
Top 5 tips for reducing your IHT bill
With HM Revenue & Customs’ take from inheritance tax climbing steadily, Canaccord’s head of wealth planning gives his top five measures to mitigate its effect.
Tax & Technical | 18 Jun 18
Love Island landlords face tough new rules
Landlords looking to profit from fans re-enacting scenes from ITV2’s Love Island this summer face having their wings clipped after the authorities in Mallorca banned flat rentals to tourists in its capital.
Canaccord partners with Holborn for Dubai
Holborn Assets has entered into an exclusive strategic partnership with Canaccord Genuity to provide discretionary portfolio management services.