contents
ANALYSIS
PROFILES
FEATURES
News analysis:
GCC Monetary Union
21-22
The Gulf states have agreed
to create a single currency.
There are significant areas of
negotiation but, when all is done,
the amount of petro-wealth in
the region should ensure that it
becomes one of the powerhouse
currencies of the world
Fund selector:
Japan equities 25-28
The Western economies are
all struggling with a series of
catastrophic events. Meanwhile,
Japanese banks have been very
careful based on their previous
experiences. Is it time to invest
there once again? We look at
the top performing, biggest and
newest Japanese equity funds
ABC application approved: June ’08
Daniel Judge Editor
T +44 (0)20 7618 4658
E daniel.judge@lastwordmedia.com
Helen Burggraf Reporter
T +44 (0)20 7618 4663
E helen.burggraf@lastwordmedia.com
Dylan Emery Editorial director
T +44 (0)20 7618 4653
E dylan.emery@lastwordmedia.com
Dean Andrews Head of production
T +44 (0)20 7618 4655
E dean.andrews@lastwordmedia.com
Katherine Rake Sub editor
Ben Wiseman Head of sales & events
T +44 (0)20 7618 4657
E ben.wiseman@lastwordmedia.com
Allan Goodridge Head of int’l events
T +44 (0)20 7618 4650
E allan.goodridge@lastwordmedia.com
Emily Proctor Events manager
T +44 (0)20 7618 4654
E emily.proctor@lastwordmedia.com
Selina Natale Events co-ordinator
T +44 (0)20 7618 4660
E selina.natale@lastwordmedia.com
Leiana Jones Events assistant
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E leiana.jones@lastwordmedia.com
Jamie Hinchliffe Publishing director
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E jamie.hinchliffe@lastwordmedia.com
Rod Boulogne Managing director
T +44 (0)20 7618 4651
E rod.boulogne@lastwordmedia.com
Company profile:
Aegon SEI 30-31
Since relaunching itself in
2002, Aegon Scottish Equitable
International has focused on
selling offshore products to the
UK market. Consultant Bryan Low
analyses the company and two of
its headline products: the Money
Market Portfolio and the variable
annuity 5 for Life
IA Intermediary Panel
Alan Steel
Chairman, Alan
Steel Asset
Management
Peter Sayers
Director, Horizon
Financial Services
Nick Cann
Chief executive,
The Institute of
Financial Planning
Barry Hardisty
Head of
investment,
Mourant Private
Wealth
Nigel Gregg
Client services
director, MAC
Financial
SUBSCRIPTIONS
subscriptions@lastwordmedia.com or go to www.international-adviser.com
PUBLISHER
Last Word Media (UK) Ltd,
35 Stukeley st, London WC2B 5LT,
UK; Fax +44 (0)20 7405 0682
Fund Links
Forum 2008 35-38
International Adviser’s third
International Fund Links Forum
saw the cream of the offshore
life industry discussing the most
pressing issues of the day: the
fact that offshore bonds sales are
soon to outstrip onshore sales;
problems of accepting grey
money; and soft commissions
PRINTING
Ian Allan Printing Ltd, Hersham,
Surrey KT12 4RG
Tel +44 (0)1932 266600
Tony Shah
Associate
director
Christchurch
Investment Mgt
Peter McGahan
MD, Worldwide
Financial Planning
Gary Boal
Managing
director,
Boal & Co
Michael
Greenwood
Technical
manager,
Towry Law
Sam Instone
Director, AES
International
4 INTERNATIONAL ADVISER [www.international-adviser.com] OCTOBER 2008
TECHNICAL
Q&A:
Establishing heirs 41
This month our panel of tax
experts looks at a circumstance
that will get increasingly
common as people become
increasingly mobile: what
happens when a client dies
abroad without making a will,
and with an estate that crosses
several national boundaries?
IA Tax Panel
Margaret Jago
International
technical
manager, SEI
Gerry Brown
Head of trusts
and taxation,
Prudential
Neil Chadwick
Technical officer,
Scottish Life
International
Brendan Harper
Technical
services
manager, FPI
Brian Murphy
Senior financial
planning
manager,
Axa Sun Life
Paul Kennedy
Business
development
director,
FundsNetwork
Briefing: Offshore
bonds for firms 42-43
Although for larger companies
it no longer makes sense to use
offshore bonds to hold cash, for
companies below a certain size,
the tax benefits are clear. We
look at exactly the circumstances
under which an offshore bond
becomes a perfect vehicle
STATS
Banking deposits 45
A list of top-paying offshore
accounts – with various notice
periods and different currencies
The IA Quality 250
46-50
The IA Quality 250 are the blue
chips of the offshore fund world,
divided into various equity, bond
and hedge sectors
Colin Jelley
Head of tax &
financial planning,
Skandia
George Berg
Legal manager,
Norwich Union
International
Julie Hutchison
Head of estate
planning,
Standard Life Int’l
Deborah Moon
Technical
manager, Scottish
Provident Int’l Life
Assurance
John Cowley
Head of marketing
and technical,
Canada Life Int’l
Andrew Penman
Director, private
client tax
services, Smith
& Williamson
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