The offer of free financial advice has been a bugbear of ours since the 1990s. The recent announcement by British Gas, and other utility companies, stating that the increase in …
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Investment Liquidity
I feel compelled to follow up my old article about Investment Liquidity originally written and published in International Adviser several years ago. My concerns, and many predictions, have come to …
Holistic Financial Planning
This is an update of an article about holistic financial planning that I wrote for International Adviser exactly 4 years ago. There have been a lot of changes since, pension …
The 18th International Fund & Product Awards 2017 Finalists
The International Fund and Products, Best Practice Awards 2017 are to be announced on 5th October at the exclusive Millennium Mayfair, London. This was the 18th annual awards and had, by all …
QROPS in Spain
This is a warning about the use of QROPS in Spain which have been a significant focus of overseas expat advisers known as IFAs. Given the large numbers of UK …
EU new tax avoidance law – review
EU new tax avoidance law targets Cayman, offshore and Channel Island schemes With BREXIT it is always worth noting new laws such as the EU new tax avoidance law which …
Pan-European Personal Pension Product (PEPP)
The Pan-European Personal Pension Product is a new EU pension,announced by Brussels on 29th July 2017, as an initiative to encourage saving for retirement. Pan-European Personal Pension Product will allow people …
April 2017 Investment Returns
Investment report – April 2017 Portfolio April 2017 Investment Returns have been good. This article examines why this has been, where we currently are, and the considerations for the coming …
International Adviser Best Practice Adviser Award 2017
The Old Mutual International International Fund & Product awards revealed the International Adviser Best Practice Adviser Award 2017 results on 3rd May at the prestigious Four Seasons Hotel on Park Lane in …