The QDOT Trust: Useful planning tool facilitates asset transfers to surviving non-US citizen spouses

The QDOT Trust: Useful planning tool facilitates asset transfers to surviving non-US citizen spouses

Previous Article

EFGI completes acquisition of BSI for CHF1.06bn

Next Article

M&A activity among small IFA firms set to soar

More on Uncategorised

Investec accepts indemnity insurance on HNW remortgages

Investec accepts indemnity insurance on HNW remortgages

Pedro Gonçalves

Pedro Gonçalves

08 January 2020 •

Bali to attract overseas property buyers as Indonesia revises luxury tax

Bali to attract overseas property buyers as Indonesia revises luxury tax

Pedro Gonçalves

Pedro Gonçalves

10 September 2019 •

Tesco sells mortgage portfolio to Lloyds in £3.8bn deal

Tesco sells mortgage portfolio to Lloyds in £3.8bn deal

Pedro Gonçalves

Pedro Gonçalves

03 September 2019 •

The Big Interview - Advisers

II Leadership Summit 2021 'Meet the Panel' - David Kneeshaw - CEO, IFGL Group (inc RL360)

II Leadership Summit 2021 'Meet the Panel' - David Kneeshaw - CEO, IFGL Group (inc RL360)

Gary Robinson

21 September 2021 • 3 min read

US listed Oaktree buys South Africa Sanlam's UK wealth arm in £140m deal

US listed Oaktree buys South Africa Sanlam's UK wealth arm in £140m deal

James Baxter-Derrington

21 September 2021 • 2 min read

Dubai financial adviser targets 10 graduates for new academy

Business Development

Dubai financial adviser targets 10 graduates for new academy

20 September 2021 • 1 min read