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Offshore off the record
Keep up to date with the latest developments affecting offshore opportunities in this blog.
The offshore outlook
22nd May 2013
Simon Willoughby, head of proposition, AXA Wealth International, discusses why the offshore market is changing, but notes that there are bright spots on the horizon. Read more
Meetings, do we need them?
15th May 2013
Simon Willoughby considers whether or not extending the meeting room table is always the right solution. Read more
A confluence of issues in need of a radical solution
12th March 2013
Simon Willoughby, head of proposition, AXA Wealth International blogs about what he thinks the UK losing its Moody's AAA credit rating, a Labour call for 10p rate of tax and fuel prices nearing £1.50 a litre all have in common. Read more
No end to the war of independence
23rd October 2012
What’s independent advice worth? For me, one of the big issues at the moment is that the Association of Independent Financial Advisers (AIFA) and the IFA Centre have very different views. Read more
Shh don't mansion the wealth tax
18th October 2012
Well, it seems that the idea of a wealth tax hasn’t gone away.
Perhaps it wasn’t so surprising that Nick Clegg revived the Liberal Democrats’ proposed mansion tax during party conference season and I don’t suppose anyone was astounded when George Osborne disagreed. Read more
If you don't ask you don't get.
17th September 2012
When I talk to advisers, there's no doubt business is tough for everyone. But it's the ones who are finding reasons to talk to their clients who seem to be writing the most business. To put it another way, as an old friend of mine used to say: "If you don’t ask, you don’t... Read more
Trail commission - a lasting legacy?
23rd August 2012
No-one’s in any doubt that the RDR is going to involve some big changes for everyone. Where there is uncertainty, it is over what exactly it’s going to mean. Read more
Restricted access?
13th August 2012
Does a financial adviser have to be independent to be objective? According to new guidance from the Institute of Chartered Accountants in England and Wales (ICAEW), the answer is no. Read more
Putting off the inevitable?
6th August 2012
As the old saying goes, ‘Nothing in life is certain except death and taxes.’ While the first is inevitable, there’s a lot clients can do about the second. And two of the best ways to minimise Inheritance Tax (IHT) have nothing to do with offshore investment. Read more
Diversify, diversify, diversify
31st July 2012
In these uncertain times, you can see why people find cash so tempting. But there’s a saying about eggs and baskets that’s as true today as it’s always been. Read more
