United Kingdom
Wealth transfer advice demand to surge in next three years
How to limit IHT liabilities and gift money main areas of focus for clients
52% of Brits have used savings to meet rising living costs
As impact of inflation becomes a ‘very real threat’ to pension freedom advantages
Advisers should look beyond sustainability metrics
Asking managers to explain their engagement efforts can help lessen greenwashing concerns
How to overcome US expat financial planning challenges
‘Americans living overseas must pay particular attention to the complexities of dual taxation when investing’
PEOPLE MOVES: PFS, FWD, Evelyn Partners
Trade body to recruit interim CEO, while Asian life insurance giant names chairman