Financial Services & Tax

Articles

Risk wise advice

Too many investment advisers fail in their duty to periodically review their client's risk appetite; protect yourself or risk undesirable exposure

Saving for a jigsaw

A wide variety of tax-free investments that together form a strong collective are waiting to be utilised by private clients

What now for Brussels IV?

As the UK considers its position in the EU, where does the uncertainty and a potential 'out' vote leave the European assets of vulnerable clients?

Solid foundations?

Foundations are non-existent in the England and Wales legal toolbox - we generally use trusts to achieve the same effects. So what happens when beneficiaries dispute over a foundation, using a legal system ill-equipped to deal it?

A prehistoric practice

Much like drink-driving, the letter of the law and the court of public opinion have rightly pushed aggressive tax avoidance into the past

Chancellor targets business investment with CGT decrease

The tax break will not apply to individual residential property investors

Against the sands of time

Withstanding the effects of time requires a well-constructed succession plan that is periodically reviewed, advises Suzannah Farnell

Just another fad?

The financial advice market is the latest in a line of industries to come under attack from newer and more sophisticated technology. Is robo-advice the real deal, asks Ben Goss