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The leading website for IFAs who distribute international fund, life & banking products to high net worth individuals
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International Adviser is the leading brand for global intermediaries who use cross-border insurance, investment, banking and pension products on behalf of their high-net worth clients. Launched in January 2006, International Adviser’s audience relies on it for the latest industry news, features, product development, market analysis and expert commentary. With our intermediary panel (made up ...
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Impending changes to offshore trusts taxation – what to expect …
1 day ago · The UK Chancellor’s Budget confirmed a shift to a residence-based tax regime, impacting how offshore trusts are taxed in the UK. The proposals are a fundamental re-write of the current rules regarding trust structures, especially in …
What COP29 outcomes mean for sustainable investing
1 day ago · The 2024 United Nations Climate Change Conference or Conference of the Parties of the UNFCCC (COP29), which was held in Azerbaijan, concluded following intense negotiations, marked by late-night discussions and compromises that underscore the nature of these global gatherings, says Allegra Ianiri, research analyst at MainStreet Partners.
EFAMA calls on EC to avoid applying 'bank-like regulation' on …
2 days ago · Following recent market disruptions such as the COVID-19 pandemic and the UK gilt market crisis, the European Commission is reviewing the adequacy of macroprudential policies for non-bank financial intermediation (NBFI). In July 2024, they launched a consultation to determine whether the EU should ...
How to find a good financial adviser - International Adviser
May 12, 2017 · It is vital to get any new relationship off on the right foot, especially when money is involved. Understanding the questions that prospective clients should be asking, can help advisers ensure they are the right person to meet that client’s needs.
International strategic review is 'progressing' says Brooks …
Brooks Macdonald today (17 April) said the strategic review of the international operations across its three crown dependency jurisdictions was “progressing” as it reported the group’s total funds under management grew by 2.0% to £17.9bn in the three months ended 31 March this year.
Revealed: All the winners of the IA Best Practice Adviser Awards
Jan 17, 2024 · Blacktower Financial Management, Carrick, Melbourne Capital, Partners Wealth Management and Skybound have emerged as multiple winners of the latest Best Practice Adviser Awards, with the latter firm actually collecting honours across three of the five different geographies under consideration.
What are the benefits of an international savings/pension plan?
Aug 25, 2021 · Providing an exhaustive financial plan for expat clients has its challenges, as advisers have many factors to take into consideration; such as what jurisdiction the customers are (or will) be moving to, tax regimes, savings, and investments to name a few.