Financial Services & Tax

Articles

27 Jan 2014

Foreign policy

All clients with assets overseas must fully understand applicable forced heirship laws, and for those who lack capacity, it's an added concern, says Matthew Evans

21 Jan 2014

Wealth management update

The annual Autumn Statement, delivered in December, has probably the greatest significance for the wealth management industry over the past few months, says Ann Stanyer, while progress continues in the family courts and Court of Protection

19 Jan 2014

Referral to go

Auto-enrolment pensions are coming, and this time they should work, so solicitors would be wise to line up their IFA contacts in readiness, says Scott Gallacher

12 Jan 2014

Rock solid foundations

The Royal Court is not going to decide whether piercing the corporate veil may be applied to foundations. Kathryn Purkis says it cannot be done, but it's a close call

10 Jan 2014

Crossing the line

As multi-jurisdictional disputes continue to grow in number, lawyers should not underestimate the impact of Brussels IV, says Alison Regan

9 Jan 2014

Can it wait until the morning?

It's natural for clients to procrastinate, but understanding why will help you to help them - and it may revitalise your motivation, says Steven Hennessy

8 Jan 2014

Facing the music

Investors' concerns are split between inflation and deflation, but they must all prepare for the eventual rise in interest rates, says Fergus Boyd

6 Jan 2014

Closed for business

SME owners have various options to consider when preparing for later life, including whether they can afford to retire at all, says Mike Carpenter