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Lee Robertson

Lee Robertson: Lessons from our US counterparts

I often look beyond those I respect most here in the UK to other jurisdictions for further examples of good practice and financial planning insight. While not always an exact fit for how we operate, there is much to be learned from the challenges advisers face globally. After all, a client just about anywhere else […]

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FCA plans to ban ex-Barclays wealth management boss

The FCA is planning to ban the former chief operating officer of Barclays’ wealth management arm in the wake of allegations he destroyed a highly critical internal report. The Financial Times reports Andrew Tinney is contesting the findings of an FCA investigation at the Upper Tribunal. Tinney left the bank in 2013 following allegations made […]

How can I help develop my professional connections?

Graeme Ballantyne, business consultancy manager, looks at how you can maximise the opportunities through your professional connections As we move through the summer months it’s perhaps a good time to pause and reflect on whether the plans you’ve made for your business are bearing fruit. One area we at PruConsulting know many advisers have been […]

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HMRC wins £143m tax battle against ‘serial avoidance promoter’

A tax advice firm has lost its tenth battle with HM Revenue & Customs over its promotion of tax avoidance schemes. The Court of Appeal found that London-based NT Advisors had constructed a series of circular payments with no commercial purpose specifically designed to reduce tax for clients. The ruling will cost the 304 members […]

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Japanese politics and record-breaking markets

Chris Taylor, Head of Japanese Equities, Neptune The Liberal Democratic Party’s (LDP) convincing election victory on Sunday means that leader Shinzo Abe is on course to be the longest-serving Japanese prime minister since the Second World War. The LDP and its junior coalition partner Komeito strolled home with 313 seats, meaning they were able to […]

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