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HMRC to appeal ‘loyalty bonuses’ ruling after Hargreaves victory

HM Revenue and Customs will go back to court with Hargreaves Lansdown as it appeals a multi-million pound judgement on loyalty bonuses for investors. In March, Hargreaves successfully defended its position over the so-called “discount tax”, arguing that rebates of annual charges, such as loyalty bonuses, paid on funds held outside Isa or Sipps should […]

Profile: Magenta Financial Planning boss on encouraging more women to become advisers

Magenta Financial Planning managing director on the difficulties of diversity and promoting the profession There are a couple of misconceptions about Magenta Financial Planning. One is that it must be specifically targeting female clients because it has a pink logo; the other that because all its current staff are women, it must be a female-only firm. Not […]

Paying for the long-term – Alternative models of pay

Sophie Johnson, Corporate Governance Analyst at Royal London Asset Management discusses growing concern regarding the alignment of pay in the UK with long-term, sustainable investment performance. She explains why our specialists are open-minded about considering alternative models when it comes to pay and shares an insight into our views and expectations on the matter. Read […]

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