Aifa has produced a new adviser with profits guide to compliment its first ‘stakes in the ground project’ which focuses on the subject.Director general Chris Cummings says with profits has become an increasingly complex area in which to give advice and one where the FSA is taking a particular interest.The guide covers the current position […]
Sitting in a television studio the other week, I was asked to comment on the latest cross-border acquisition by a continental company of a British concern. In this case, the acquirer was Spanish – again.
Debate on the new trust alignment rules has been pretty much constant (among interested parties, of course) since the Budget day announcement. Much of the debate has been on the application of the discretionary trust regime to structures, particularly flexible and interest in possession trusts, that were taxed very differently before these new provisions were introduced.
Jelf Employee Benefits discusses the legislative changes in Dubai, available medical facilities and policy considerations for employers with expatriate workforces in the country. This edition will be of particular interest to global human resource directors, compensation and benefits specialists and mobility managers who have employee populations in Dubai, or are considering operating there in the near future.
Advisers are expert in the art of staying calm when markets are volatile. Amid the current Brexit chaos, that skill is more important than ever as clients look to the leading lights of finance for advice on what to do next. Money Marketing’s flagship conference, Money Marketing Interactive, returns on April 4. Just days after […]
Redirecting an inheritance into a discretionary trust helps beneficiaries regain control and escape the seven-year rule when regifting Alan and Barbara are a married couple in their early 60s with two daughters: Clarissa is 38, married with two young children and currently pregnant, while her younger sister, Diane, is single with a 10-year-old daughter. Alan […]
Compliance provider SimplyBiz has seen around 2,300 advisers adopt its end-to-end investment system Centra since its April launch. The system aims to be a one-stop-shop for advisers and includes goals-based planning tools, product research, suitability report processing and a centralised investment process offering backed by an independent committee. SimplyBiz co-chief executive Matt Timmins says: “Advisers […]