IA: In The Loop

In this episode of In the Loop, IA publisher Gary Robinson sits down in London with John Beverley, Head of International at Team PLC, to discuss the company’s landmark acquisition of WH Ireland and what it means for the future of international financial planning. Broadcast from WH Ireland’s London offices, John explains why the acquisition is such a significant moment for Team PLC, particularly in strengthening its FCA-regulated presence and helping advisers continue to support international clients returning to the UK. He also outlines how the business plans to work more closely with UK advisory firms whose clients are relocating overseas. The conversation covers Team PLC’s global footprint across Jersey, Singapore, the Middle East, Africa and the Channel Islands, as well as its ambitions to expand further into Europe. John also shares the story behind Neba Private Clients, the evolution of the Neba and Team brands, and how the group has grown organically through adviser trust, transparency and a unique ownership model.

Canada Life UK’s Sean Christian joins Gary Robinson in the Isle of Man to discuss the growing demand for estate planning solutions, the impact of recent UK tax changes, and why case studies are at the heart of Canada Life’s technical approach.   Sean explains how advisers are increasingly looking at international bonds, trusts and wealth preservation structures as inheritance tax, pensions and capital gains tax come under greater scrutiny. He also discusses Canada Life’s recent success at the International Adviser awards, the importance of investing in technical expertise, and why no two clients are ever the same. Topics include:   • The growth of Canada Life’s wealth business • Estate planning and inheritance tax solutions  • International bonds and wealth preservation accounts • The impact of Rachel Reeves’ tax changes • Why technical support is so important for advisers • How case studies help advisers identify client opportunities • Canada Life’s award-winning proposition   Subscribe for more interviews with leading voices across the international financial advice and wealth management sector.   #CanadaLife #FinancialAdvisers #EstatePlanning #InheritanceTax #InternationalBonds #WealthManagement #FinancialPlanning #Advisers #TaxPlanning #InternationalAdviser

Pluck discusses his career to date, the general state of play within global final coal services and the recent proposed acquisition of the Blacktower Group of companies by Titan Wealth, which is subject to regulatory approval and has not yet been completed.

Canada Life UK’s Sean Christian joins Gary Robinson in the Isle of Man to discuss the growing demand for estate planning solutions, the impact of recent UK tax changes, and why case studies are at the heart of Canada Life’s technical approach.   Sean explains how advisers are increasingly looking at international bonds, trusts and wealth preservation structures as inheritance tax, pensions and capital gains tax come under greater scrutiny. He also discusses Canada Life’s recent success at the International Adviser awards, the importance of investing in technical expertise, and why no two clients are ever the same. Topics include:   • The growth of Canada Life’s wealth business • Estate planning and inheritance tax solutions  • International bonds and wealth preservation accounts • The impact of Rachel Reeves’ tax changes • Why technical support is so important for advisers • How case studies help advisers identify client opportunities • Canada Life’s award-winning proposition   Subscribe for more interviews with leading voices across the international financial advice and wealth management sector.   #CanadaLife #FinancialAdvisers #EstatePlanning #InheritanceTax #InternationalBonds #WealthManagement #FinancialPlanning #Advisers #TaxPlanning #InternationalAdviser

Pluck discusses his career to date, the general state of play within global final coal services and the recent proposed acquisition of the Blacktower Group of companies by Titan Wealth, which is subject to regulatory approval and has not yet been completed.