Best Practice
Best Practice | 26 Sep 19
Europe Best Practice Adviser Award winners revealed
Our awards spotlight best practice in such areas as client service and business strategy
Best Practice | 23 Sep 19
Three reasons why inheritance tax is becoming a ‘perfect storm’
Inheritance tax (IHT) divides opinion, because it creates the potential for a person’s wealth to be taxed twice; firstly as it accumulates through income and/or capital gains taxes, then again on death.
Australian bank tackles vulnerable client issue
As global concerns see UK-based financial services software provider roll out an IFA support tool
Best Practice | 16 Sep 19
International tax systems, global mobility and wealth transfer.
The pace and scale of global mobility has accelerated in recent decades, for employment, lifestyle change and retirement. Those with cross border lifestyles, or arriving in counties anew, face increasingly complex regulations, laws and systems of taxation, whilst political agendas such as Brexit might have far reaching consequences. COVID-19 has also displaced people, particularly expatriates, […]
Best Practice | 16 Sep 19
Raising awareness about pensions
Scary statistics suggest that people have little clue about how much retirement costs