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IFA jailed for role in film tax scam

Financial adviser Simon Osborne has been sentenced to prison, alongside three other men, for his involvement in a tax relief scheme that defrauded HM Revenue and Customs out of more than £2m. The four men were yesterday sentenced to a combined 15 years in prison. Osborne, along with Rod Bond, Simon Hill and Lee Palmer […]

Is protection’s new kid on the block up to scratch?

Launched just last month, new protection player Guardian has yet to prove itself. But from what we can tell so far, we like this new approach. Some small but important details have been radically improved and, although the definitions still run to many pages, there is an overall theme of simplicity, with clients front of […]

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AJ Bell tech gets analyst backing to survive IPO

As platforms continue to struggle with upgrading their systems, analysts are urging AJ Bell to keep its focus on technology ahead of its planned listing. AJ Bell is set to launch an initial public offering of shares on the main market of the London Stock Exchange either later this year or early next. The platform […]

What triggers the MPAA?

Jim Grant – Senior Product Insight & Technical Support Analyst There’s sometimes confusion around what triggers the money purchase annual allowance. Find out what does and what doesn’t trigger the MPAA. The money purchase annual allowance (MPAA) is a reduced annual allowance that can apply to contributions to defined contribution (DC) schemes. The following table […]

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