Estate planning strategies will largely be determined by the domicile and jurisdiction of the donor and their assets. Advisers must therefore familiarise themselves with the different legal and tax systems in place
The term "estate planning" has two principal meanings. The first is succession planning, which ensures your estate passes smoothly to your chosen heirs, and controls who gets what and when. The second...
First of a number of acquisitions
The recent sell off in the bond market and growing liquidity issues have forced bond investors to use similar hedging techniques, undermining their effectiveness and causing concerns about how much downside protection funds really have.
West Midlands Police have launched a fraud investigation into a Birmingham financier over his role in sale and rent back agreements.
Employers need to do more to inform employees unaware of auto-enrolment Scottish Widows research shows.
Naomi Osinnowo asks what needs to be done to get people to engage with retirement planning.
Over-valuation in tech, software and consumer staples
One in 25 sought advice for the first time
'Can't assess body language'
UK investors lost hundreds of thousands of pounds