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      Professional Adviser Working Lunches 2021

      A series of invitation only "meet the manager" virtual lunches to discuss how a multi-asset strategy can benefit your clients and your business.

      • Date: 24 Feb 2021
      • ONLINE, ONLINE
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      Professional Adviser Awards 2021

      Professional Adviser is once more issuing the call for adviser businesses from across the UK to showcase their knowledge, skills and commitment to client care by entering our 2021 Awards.

      • Date: 11 Mar 2021
      • ONLINE, ONLINE
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      Professional Adviser Multi-Asset Masterclass 2021

      Delivered online over two half-day sessions, the Multi-Asset Masterclass will look to provide a case for multi-asset investing as well as an outlook for the sector over the year ahead.

      • Date: 17 Mar 2021
      • ONLINE, ONLINE
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      Sustainable Investment Festival 2021

      The Sustainable Investment Festival will run online from 22-24 June and will include thought-provoking presentations from renowned keynote speakers, innovative breakout events and sessions specifically tailored to meet the information needs of fund selectors, financial advisers, pension consultants, trustees and scheme managers.

      • Date: 22 Jun 2021
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  • Trending now
  • CII certificates go paperless
  • 4,000 firms could fail
  • 2021 PA Awards deadline 15th

Offshore Investment

  • Offshore Investment
Budget pension changes pose tax traps for expats

UK expats are being urged to consider potential tax traps following the Chancellors radical announcement to give savers in UK defined contribution (DC) pension total freedom on how they access their pension pots.

  • 21 March 2014
  • Offshore Investment
Fund Services Awards now open

Submission deadline 30th May 2014

  • 19 March 2014
HMRC launches bid to locate offshore tax evaders
  • Tax Planning
HMRC launches bid to locate offshore tax evaders

The government has launched an advertising campaign targeting taxpayers with money hidden in offshore accounts.

  • 24 February 2014
  • Tax Planning
L&G targets HNW clients of DFMs with launch of tax solutions team

Legal & General (L&G) has set up a small team focused on providing tax solutions to high-net worth (HNW) clients of discretionary fund managers (DFMs) and the advisers who use them.

  • 20 February 2014
  • Offshore Investment
Do you have an award winning offshore solution?

Now in their 15th year, the Professional Adviser International Fund and Product Awards are now open for entries.

  • 18 February 2014
  • RDR
Can advisers negotiate lower provider charges?

DEAL

  • 16 January 2014
  • Regulation
Harlequin chairman's son 'ran £1.6m Ponzi scheme', court hears

Matthew Ames, son of troubled overseas property company Harlequin's chairman David Ames, has been accused of running a £1.6m "Ponzi scheme" under the guise of saving the rainforest, a court has heard.

  • 09 January 2014
Investors accuse Irish govt of conspiring in property 'scam' fallout
  • Offshore Investment
Investors accuse Irish govt of conspiring in property 'scam' fallout

A group of UK and Irish investors who lost money in a Portuguese property scheme which never built anything, has accused the Irish government of conspiring with the fraudsters, a claim vigorously denied by Irish government agencies.

  • 08 January 2014
  • Offshore Investment
Embracing change proves a winning formula

An increased focus on governance and social responsibility proved timely for this year's Gold Standard Awards, as interest in how companies in the financial services sector conduct themselves gathers pace

  • 28 November 2013
  • Offshore Investment
Environment, ethical and social issues take centre stage

Kames, Pictet, Impax and Vontobel were among the finalists that shone in this year's Environment, Ethical, Social & Governance (ESG) Investment Awards.

  • 27 November 2013
  • Tax Planning
Skandia: New HMRC non-dom IHT rules spark need for advice

Non-domiciled holders of whole-of life policies may no longer qualify for an exemption of inheritance tax under new HMRC rules, sparking the need for revised estate planning to avoid unexpected tax bills, Skandia has warned.

  • 21 November 2013
  • Offshore Investment
Finalists announced for 2013 Environmental, Ethical & Social Global Investment Awards

Robeco, Pictet, Kames, Jupiter and Impax are among this year's finalists for the Environmental, Ethical and Social Global Investment Awards 2013.

  • 25 October 2013
  • Offshore Investment
Fund Services Awards 2013 pays tribute to industry providers

A stunning set of entries marked Investment Week's inaugural Fund Services Awards 2013. The awards were held in honour of those service providers that keep the wheels of the fund management industry turning efficiently.

  • 24 October 2013
  • Offshore Investment
Stalking Jimmy Carr - comedy in the offshore market

AXA Wealth International head of proposition Simon Willoughby on tax havens that are not tax havens - and stalking Jimmy Carr.

  • 01 October 2013
  • Offshore Investment
Positive Solutions admits error over Harlequin advice; offers redress

National IFA Positive Solutions has accepted it made a mistake when one of its former advisers recommended a client invest in troubled Harlequin Property - and has offered to pay back the amount invested with interest, IFAonline understands.

  • 30 September 2013
  • Offshore Investment
Social Investment makes an impact

Add your vote on social investing

  • 25 September 2013
  • Tax Planning
Act now: It's time to get clients' tax affairs in order

TAX PLANNING

  • 05 September 2013
  • Offshore Investment
Nominations open for Best Fund Service Centre

Nominations are now being accepted for Best Fund Service Centre.

  • 29 August 2013
Axa Wealth sales up 68% to £2.5bn
  • Wrap/platforms
Axa Wealth sales up 68% to £2.5bn

Axa Wealth's total sales increased by 68% over the first six months of the year, while the firm saw strong growth in assets on the Elevate platform and specialist multi-manager business Architas.

  • 02 August 2013
  • Offshore Investment
Getting ready for Isle of Man RDR

Claire Whitelegg, Deputy Director Funds and Investment Services - Supervision Division, Isle of Man Financial Supervision Commission explains the new standard for Isle of Man Financial Advisers

  • 05 July 2013
  • Investment
Harlequin survey: 95% of investors weren't told the risks

A survey of almost 300 Harlequin investors suggests up to 95% were not made aware of the risks of investing in the troubled overseas property company by their agents or advisers.

  • 02 July 2013
  • Investment
IFA: Carney's 'forward guidance' could devalue pound by 15%

The pound could be further devalued following Mark Carney's taking office as governor of the Bank of England, with devastating effects for pensioners living abroad, a national IFA group has warned.

  • 02 July 2013
  • Offshore Investment
HMRC defeat heralds tighter rules for overseas pension transfers

The recent defeat by HMRC to levy a 55% tax on investors in a delisted Qualifying Recognised Overseas Pension Scheme (QROPS) is likely to see a further tightening up on overseas pension transfer rules.

  • 28 June 2013
  • Offshore Investment
Lack of progress on PRIPs causing concern

The European Fund and Asset Management Association (EFAMA) says recent developments are in danger of scuppering proposals which aim to increase investor protection of Packaged Retail Investment Products (PRIPs).

  • 27 June 2013
123

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