Best Practice Adviser Awards
Our pick of the best practice advisers in South Africa
Winners unveiled for International Adviser’s specialist award categories, and the overall best firm
Best Practice | 29 Oct 19
Ifs, buts and overseas pension transfers
In this article David Denton, Head of International Technical Sales at Quilter, considers the past and future of pensions and the important need to understand one’s options. Human nature is that we want what we can’t have, and this manifests itself in all walks of life. Making difficult or complex decisions in a timely manner […]
Best Practice | 23 Oct 19
Winners Gallery: Best Practice Adviser Awards UK 2019
Trophies handed out at International Adviser’s Fund Links Forum on 17 October
Best Practice | 6 Oct 19
Are you ready for the US $15 trillion wealth transfer opportunity?
In this article, Brendan Dolan, International Sales Director for Quilter International, provides the stark reality that unless strategic planning is in place, all your hard work to build your business could be undone. Many advisers are already preparing for the US$15 trillion global opportunity that intergenerational wealth transfer is presenting. Do you have a strategy […]
Best Practice | 6 Oct 19
A valuable opportunity of gifting assets to a trust to help reduce UK IHT bill
In this article, Jason Pearce, Head of Technical Sales, Hong Kong & NE Asia, considers the benefits of placing assets in a trust and taking advantage of the current nil rate band to reduce UK inheritance tax bills. In common law countries like Hong Kong and the UK, trusts have been recognised and used for […]