Old Mutual
Best Practice | 31 Jan 17
Six year-end tax issues for non-doms in the UK
The approaching tax year-end applies equally to those born in the UK and to foreign expats living there. This year, expats may have even more to consider given the new non-dom rules coming into force from 6 April 2017, warns Old Mutual Wealth’s financial planning expert, Rachael Griffin.
Best Practice | 25 Jan 17
Structured products – leading the change towards better outcomes for customers
Structured products are typically fixed-term investments that pay-out an amount that is linked to the performance of another asset or set of assets (such as a stock market index or indices).
Trump’s inauguration and the effect on equities
As Donald Trump is sworn in as the 45th president of the US, International Adviser has compiled the latest views on how his inauguration may effect your investments.
PEOPLE MOVES: Axa, James Hambro, Fidelity Int’l
After 10 years with the business, the chief executive of Axa Global Asset Management has announced she is stepping down. James Hambro & Partners has made three senior staff members partners of the business, with Fidelity International handing five multi-asset open range funds to a new portfolio manager.
Best Practice | 12 Jan 17
Key financial planning tips for international advisers in 2017
Opportunity knocks for financial advisers in 2017 as political, economic and regulatory turmoil leaves clients adrift in unknown territory and seeking advice, says Rachael Griffin, head of product law and financial planning at Old Mutual International.