Financial Services & Tax

Articles

23 Jul 2014

De-stressed lending

With significant improvement in the economy and a buoyant housing market, we've seen the appetite for new house purchases rising steadily, says Kumar Jethwa

21 Jul 2014

Fixed fees: once bitten, twice shy

Make sure you realise the lifetime value of every client by offering and honouring a correct price, and admitting any omissions, says Douglas McPherson

7 Jul 2014

Mapping the future

Family grievances and financial mismanagement can threaten investments as much as tax and legislative changes, say Charles Gowlland and Frank Akers-Douglas

4 Jul 2014

Join the dots

With activities-based regulation on the agenda, practices with a multidisciplinary approach are already reaping the commercial benefits, says Ian Muirhead

4 Jul 2014

Help at hand

Investing and managing a lump-sum divorce settlement is not straightforward, and it's a first-time responsibility for many individuals, says Rohan Armes

4 Jul 2014

A world of opportunity

Transparency and philanthropy made for some lively debate at Jersey Financ';s annual private client event. John van der Luit-Drummond reports

4 Jul 2014

CGT: a new reason for letting go

Stephen Chater explores capital ?gains tax changes, what's involved ?in setting up an employee ownership trust and considerations a financial adviser would wish to raise with their client

2 Jul 2014

Book review

Karen Mitchell reads International Guide to Money Laundering Law and Practice (fourth edition)