News results for Client Affairs
How Tough Times Get Families To Re-Set Wealth Priorities
Families and their businesses shouldn’t pass up the opportunity to think about how to keep their...
We Need To Talk About Brexit - Again
With further lockdown easings in June that have scientists divided, Arbuthnot's lead economist...
Quilter Opens Mental Health Resilience Support Hub
Wellbeing experts and behavioural economists are among those offering support as external advisors...
Getting Disciplined About ESG, Industry Takes Stock
More views on the strides of ESG from leading practitioners at Cornerstone Capital; Maitri in Asia,...
What's New In Investments, Funds? - Sanlam UK, Deutsche Bank WM
The latest developments in wealth management, including new product and services offerings. ...
Stay Positioned For Equity Recovery Sooner Rather Than Later - Rothschild
Suggestions that the globe faces a 1930s-style Depression because of the suppression measures to...
PIMFA Scales Up Scam Advice To Worried Savers
PIMFA is releasing more fraud and scams prevention guidelines to help savers navigate in these...
Coronavirus, Public Policy And Markets: What Wealth Managers Say
As inboxes overflow with updates on the global response to COVID-19, here is a mix of responses...
Insurance Group Warns Of Coronavirus Ricochet Effect
An advisor to the insurance sector has warned that the hit to insurers from COVID-19 disruption...
Will Downing Street Pull A Big Surprise? Pre-Budget Industry Comment
The question will be just how radical does Boris Johnson and Downing Street want to be? "It remains...
Comment & Analysis results for Client Affairs
French Law Edges Towards Trusts
Though very cautiously and one step at a time, there is now no doubt that the concept of...
The Burden of UK Inheritance Tax – Is It Fair?
Two elderly sisters narrowly lost their battle in the European Court of Human Rights on 12 December...
Giving Shares to Charity is More Tax Efficient
With Christmas approaching, many high net worth individuals will be considering donating cash to...
Philanthropy Takes Centre Stage in the UK
Wealthy UK investors are increasingly looking to use their money to do good, whether by donating or...
Changing Domicile for IHT - Advice for UK Expats
Advisors helping British expats to deal with their inheritance tax planning must consider asking...
How Are UK Expats Affected by Recent Pension Changes?
Pension changes made this year by the British Government have done little to help expats, and they...
Credit Where Credit’s Due
In the first of a series of articles adapted from his recent book, Global Private Banking and...
UK Government Forced to Look Again at Pension Annuities
The UK government is considering scrapping new rules that prevent pensioners being forced to buy an...
UK Executive Pensions Provision – What Next
On A-Day, major pensions legislation was implemented in the UK: now pension scheme sponsors, scheme...
The UK Taxman and the Banks - Information Confidential ?
As has been recently reported in WealthBriefing, HM Revenue & Customs have enjoyed a startling run...