Gallery 5 Dec 17
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.
Gallery 29 Nov 17
The year of reckoning in the UAE… or not?
A lot of gloom is found in Insight Discovery’s flagship Middle East Investment Panorama (MEIP) for 2017, says its chief executive Nigel Sillitoe. Some 63% of advisers saw their clients’ lack of willingness to invest as a threat. Meanwhile, there were not many optimists. Only 18% of advisers saw their clients’ readiness to invest as an opportunity.
Gallery 19 Nov 17
Goldman Sachs’ three factors driving EM millennials
A report by Goldman Sachs Asset Management into the impact of millennials in emerging markets (EM) has identified three key trends for this increasingly affluent group.
Gallery 15 Nov 17
Global wealth surges in 2017 – Credit Suisse
Total global wealth has now reached $280trn (£213.4trn €238.2trn) and is 27% higher than a decade ago at the onset of the financial crisis according to the latest edition of the Global Wealth Report by the Credit Suisse Research Institute (CSRI).
Gallery 14 Nov 17
Tighter offshore trust and tax regulation in budget says RSM
A potentially misconceived public perception of offshore trusts and tax law is putting pressure on chancellor Philip Hammond to further tighten regulations in the upcoming UK budget, according to experts from consulting firm RSM.
Gallery 9 Nov 17
The quest for the holy grail of financial literacy
Seven Investment Management’s Justin Urquhart-Stewart is on a personal crusade to promote financial literacy.
He sees parallels between financial professionals use of jargon and the perception in schools that maths is hard. He argues they fuel an unjustified mystique around aspects of financial planning, which is driving clients away.
Here are his four bugbears: