Whenever you see an article on trusts, it almost always repeats the same arguments about the benefits, they help avoid inheritance tax, avoid probate, make sure the right people benefit and so on – and it is true that all of these are benefits for the client.
Content supplied by Natixis Global Asset Management This video from Natixis Global Asset Management focuses on Active Share. One strategy for the smarter use of equity investments is ensuring you get what you pay for. According to the company, looking at Active Share can give you a better perspective on where performance comes from. Active […]
Self-evidently, inheritance tax and estate planning becomes more important and relevant the older clients get. But importance and relevance don’t simply auto-translate into interest and action. Even at older ages (as is the case for simple will planning) and among the wealthiest (and, in theory, most “relevant”) brackets, estate planning is something that clients will, […]
Pensions technology firm Origo has committed to publishing transfer times on a quarterly basis to help consumers and improve the transfer process. The data shows the average transfer time of each member when ceding money out of their pensions in the last 12 months. It tracks the time frame between the transfer request on the […]
The Chartered Institute for Securities and Investments has signed a renewed deal with Paris-based global finance trade association, The ACI – The Financial Markets Institution. The deal with ACIFMA will see the CISI collaborate on a range of financial education tools to global markets using mutual networks. ACIFMA has associations in 61 countries including European […]