Tilney Bestinvest has appointed Leon Buckley as director, financial planning as the firm expands its London financial planning practice. Buckley, who will work in the firm’s Mayfair office in London, will report to managing director, financial planning Tim Stalkartt. Since 2010 Buckley has worked at FF&P Wealth Planning dealing with high-net-worth clients, as well as advising partners […]
To say that Jeremy Nunn and Tom McGrath are excited by their new partnership at investment boutique 8AM Global is an understatement. They seem to be falling back in love with the asset management industry, which has not always been good to them. Along with fellow 8AM Global partner Clive Moore, co-founder of investment distribution […]
An investigation into expanding the remit of Government-backed guidance service Pension Wise to all working people has cast further doubt over the future of the Money Advice Service. Prime Minister David Cameron confirmed this week that Ros Altmann, the Government’s older workers’ tsar, would be made a peer and handed the role of minister responsible […]
HMRC has launched an investigation into the valuations of intellectual property used to release cash from pension schemes, Money Marketing understands. Intellectual property such as patent, trademarks, designs and copyright can be used as loans to sponsoring employers or in sale and leaseback arrangements to release cash from schemes. The value of loans and leasebacks […]
Helen O’Hagan, technical manager at Prudential, has produced a third article in the trust series range exploring the discounted gift trust (DGT). These can take different forms, but in this article she looks at a ‘standard’ discounted gift trust and will cover: W – why use a discounted gift trust H – how to use […]
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