The diversification dilemma: Is 60/40 dead?
SJP’s CIO Justin Onuekwusi questions if the traditional balanced approach to investing is nuanced enough to build robust portfolios
Trusts: How to get the jurisdiction right
Trusts form an important part of UK tax planning and can offer a wide range of opportunities. To advise a client correctly regarding the setting up and maintenance of a trust, it is important to establish if the trust itself is treated as a UK resident trust or a non-UK resident trust, says Canada Life.
