Regions
Sun Life rolls out insurance plan for HNWs in Singapore
There has been a ‘growing trend’ where clients are seeking investment elements within their policies
Expat advice company opens office in Bordeaux
It will be headed up by senior advisers Jean Pierre Çarçabal and Malcolm McDowell
Pension savings increase following LTA scrapping
Some 23% of higher rate taxpayers are delaying retirement to save more
Over 5,000 families reclaimed overpaid inheritance tax last year
With 1,000 families already reclaiming in 2023/24
Half of Europe’s asset managers yet to achieve 40% female representation on boards
Though boardrooms have ‘visibly evolved’, according to EY Investors Boardroom Monitor