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Financial Services & Tax

Articles

Risk wise advice

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

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?

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?

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

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
Against the sands of time

Against the sands of time

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