Analysis
Retirement | analysis 9 Mar 17
Edgy deadlines for Qrops market, devil in planning detail
Those operating in the Qrops market are now facing three crucial deadlines starting from today, as the implications of the hammer blow of a 25% overseas pension transfer charge applying to client pension pots in some circumstances sink in for advisers, providers and their clients.
Property | analysis 9 Mar 17
Property, tax and IHT planning under the new UK non-doms regime
With changes to the UK non-domicile regime set to go live next month, Canada Life’s Neil Jones talks through what the reforms mean for property, taxation and IHT planning.
Best Practice | analysis 7 Mar 17
Countries travel at different speeds in global ethics journey
Integrity in finance is a global concern but the ethics journey differs country to country, say key members of the Chartered Institute for Securities & Investment (CISI).
Equities | analysis 3 Mar 17
US equity funds to watch based on their AUM
The largest US equity funds are dominated by managers with a great deal of experience who focus on companies with the potential for durable growth.
Equities | analysis 2 Mar 17
Newcomer US equity funds to watch
US equity funds launched in the past three years show a renewed interest in small-cap companies with strong competitive advantages.