Kim Pattison
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An introduction to inheritance tax from Octopus
For professional advisers and paraplanners only. Not to be relied upon by retail clients. Get to grips with inheritance tax, different estate…
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Fidelity | Asian Equity
At Fidelity Multi Asset, we maintain a bias in equity regions to Asia, and more specifically Greater China given the larger share…
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Register now for the Advocate Technical Webinar
Join us 10am Tuesday 23rd June As part of our strategic relationship with EISA, GB Investments presents a new essential webinar series…
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GrowthInvest | No going back
This is a watershed moment for adviser businesses, and nowhere more so than in the world of alternatives and tax efficient investing,…
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An introduction to inheritance tax from Octopus
New CPD from Octopus For professional advisers and paraplanners only. Not to be relied upon by retail clients. Get to grips with…
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ESG: The latest incarnation of marketing-led investment strategies
Institutional investment management is broken. Asset-gathering business objectives and goldplated cost structures magnify the imperative to grow AuM. Investment firms led by…
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Model Portfolio Service – the cost of delivery for advice firms
In its 2017 Asset Management Market Study (AMMS) the FCA drew attention to “weak price competition leading to sustained high profits over…
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CoInvestor partners with custodians to deliver straight through digital applications for tax-efficient investing
CoInvestor, the platform digitising the alternative sector for financial advisers, direct investors and fund managers has significantly streamlined the back-end investment process…
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How to build a digital adviser Part 7: Podcasts
Even if you’re an avid consumer of podcasts yourself, you might be wondering how and if they would work for a financial…
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June’s Case Study – Clients with overseas inheritance
If your clients hold funds in GBP or a foreign currency, they may turn to you for guidance when they need to…
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