Multi Media
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 | 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 | 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 | 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 | 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.