Financial Services & Tax

Articles

18 Nov 2013

RDR: specialising is key

Financial firms that can carve out a niche service for their clients should continue to thrive in the post-RDR climate, says Alistair Cunningham

15 Nov 2013

All for one and one for all

A joined-up approach can provide real value for clients making them happier and more loyal, which will ultimately help your business, says Scott Gallacher

13 Nov 2013

Busman's holiday

It starts out as a new easy life abroad but there's plenty to be cautious about when setting up a business, says Kirsty MacDonald

11 Nov 2013

X + Y = greater value

What will happen to your business when ?you lose your current clients and staff? ?Mark Tibergien reviews the inevitable future and how to engage with the next generation

7 Nov 2013

Star-shaped solution

Think trade marks offer full protection? Think again. David Evans discusses ?why Guernsey's ?new image rights legislation helps well-known clients' succession planning

6 Nov 2013

Helping clients secure capital gains tax exemption on their main residence

Don't take it for granted that your clients will get CGT exemption on their principal private residence, especially where 'permanence' may not be obvious, John Bunker advises

6 Nov 2013

Fatal distraction

Do not allow external events, or the people who write about them, to steal a client's focus from defining, achieving and maintaining their desired lifestyle, says Steven Hennessy

31 Oct 2013

What's your number?

Careful tax planning can significantly enhance the chances of a comfortable retirement, says Mike Anderson