Best Practice
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
Best Practice | 15 Sep 19
Case study: The benefits of being a specialist
If done right, it will result a higher perception of authority and increase a firm’s value proposition
Best Practice | 12 Sep 19
Dementia and the damage it can do to estate planning
Disputes have the ‘potential to bring out the worst in people and destroy families’