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Overhauling the UK investment platforms market
AJ Bell boss calls for more disclosure, guidance, transparency and the removal of a ban
Gallery 6 Aug 18
Top tips for retiring to Malta
Avoid retirement regret by asking these key questions before making the big move to Malta
Gallery 3 Aug 18
Five views on a ‘no deal’ Brexit
Experts look at how investors can position themselves if the UK crashes out of the EU
Investment | Gallery 31 Jul 18
Megatrends that will shape investment growth
There are nine key megatrends that will have a big impact on the investment philosophy of the future, according to research by RBC Wealth Management, part of the Royal Bank of Canada.
Best Practice | Gallery 30 Jul 18
The benefits of a Family Investment Company
People wanting to protect and maintain control of family wealth are increasingly turning to family investment companies. Ravi Francis, senior associate solicitor at Irwin Mitchell Private Wealth outlines the benefits and drawbacks of using such a structure.
Gallery 30 Jul 18
Top retirement hotspots for British expats
While many in the UK may want to retire abroad, without the right planning or financial advice they may find themselves falling foul of local tax laws, warns Retirement Advantage.
Investment | Gallery 25 Jul 18
Taking an old school approach to tech investing
Technology is undoubtedly today’s most discussed investment sector, with the high-profile FAANGs front and centre of most conversations. But it is important to recognise the opportunities within the diverse tech sector run far deeper, says Jacob Mitchell, portfolio manager and chief investment officer of Antipodes Partners.
Best Practice | Gallery 23 Jul 18
Top tips for retiring to Portugal
What are the big questions that need to be answered before people retire to Portugal? Blevins Franks’ business development director Jason Porter offers a case study highlighting key questions to consider.
Best Practice | Gallery 16 Jul 18
Seven steps for better platform client outcomes
From banning exit charges to drawing on the platform industry to tackle orphan clients, the Financial Conduct Authority has outlined seven remedies to improve consumer outcomes.
Best Practice | Gallery 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.
