Best Practice
Best Practice | 11 Oct 19
Women changing the wealth landscape in the Middle East
Between 20% and 40% of wealth in the region is held by or for women
Best Practice | 10 Oct 19
CISI rolls out mental health support portal
To encourage conversation within the financial services sector and end the stigma
Best Practice | 7 Oct 19
Ailo puts the spotlight on cross-border bonds
As they will not be taxed differently because of, or after Brexit
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 […]