How Carol’s adviser solved her IHT problem
For professional advisers only Meet Carol. She inherited sizeable assets from her late husband. She’d like to leave her estate...
M&G Positive Impact Fund: Companies’ response to Covid-19
Veronique Chapplow, Investment Director, M&G Investments, answers our questions about impact investing
Hargreaves Lansdown snubs Fundsmith
peter_IFAMAG reads Twitter so you don’t have to. Fundsmith boss responds to company's absence from Hargreaves Lansdown's top buy list....
Examples of the Network Effect
Since 2009, it has invested in 58 companies, realising 18 and returning cash to investors every year since 2013. This...
Everything you always wanted to know around the IHT space
We recently hosted a wide-ranging webinar which was a fund manager-free zone; chaired by Mark Brownridge, Director General of EISA,...
How Alan’s adviser helped with his IHT liability
For professional advisers only Meet Alan. He sold his business in the last three years. It had an unintended consequence:...
Not all funeral plans are created equal
A funeral plan is a promise to deliver a funeral in the future. However, not all funeral plan providers, or...
How Carol’s adviser solved her IHT problem
For professional advisers only Meet Carol. She inherited sizeable assets from her late husband. She’d like to leave her estate...
M&G Positive Impact Fund: Companies’ response to Covid-19
Veronique Chapplow, Investment Director, M&G Investments, answers our questions about impact investing
Hargreaves Lansdown snubs Fundsmith
peter_IFAMAG reads Twitter so you don’t have to. Fundsmith boss responds to company's absence from Hargreaves Lansdown's top buy list....
Examples of the Network Effect
Since 2009, it has invested in 58 companies, realising 18 and returning cash to investors every year since 2013. This...
Everything you always wanted to know around the IHT space
We recently hosted a wide-ranging webinar which was a fund manager-free zone; chaired by Mark Brownridge, Director General of EISA,...
How Alan’s adviser helped with his IHT liability
For professional advisers only Meet Alan. He sold his business in the last three years. It had an unintended consequence:...
Not all funeral plans are created equal
A funeral plan is a promise to deliver a funeral in the future. However, not all funeral plan providers, or...
Wealth Shortlist and Fund Finder now live
The new Wealth Shortlist has 68 funds with increased transparency and improved fund updates. Hargreaves Lansdown have also: Enhanced their selection criteria –...
UK government plans to raise £275bn through bond sales by August
peter_IFAMAG reads Twitter so you don’t have to. The UK government will issue a record £275bn bonds this year. China...
Sunday’s Money pages
The Sunday Times exposes the £50bn Prufund, a collection of investments run by M&G, which slashed predicted payouts by up to 40% while share prices...
Adviser Centre
Tools and calculators
Explore the options and uncover issues that could affect your clients – from tax to returns and more. Please note,...
Top slicing relief for bonds taxation: the facts
An article from the Technical team at Prudential which takes a look at all you need to know about top-slicing...
Better Business
Operational Resilience: Covid night terrors
The national office lockout required for us to “stay home, stay safe” would not have been possible without the IT...
The CRM dilemma
Tracey Underwood of PACE Solutions has practical tips which you can follow to support your business success. Customer Relationship Management...
Interviews
Sustainable investing in the spotlight
IFA Magazine talks to Ama Seery, ESG Analyst, Janus Henderson Global Sustainable Equity Fund about the principles and practice of...
Leading The Way
Many things have changed over the last ten years. Few are more prominent than the continuing rise in the awareness...
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Summer Staycation | IFA 90 | July/August 2020
A very warm welcome to IFAM90 our summer issue for July/August. I suspect that by our next issue many of the questions we are pondering
Recent Jobs
Featured
The Insurance Doctor will see you now
Continuing our series on the IFA’s guide to Professional Indemnity insurance, Daniel West of Apex Insurance looks at the implications...
M&G Positive Impact Fund: Companies’ response to Covid-19
Veronique Chapplow, Investment Director, M&G Investments, answers our questions about impact investing
Recent
UK government plans to raise £275bn through bond sales by August
peter_IFAMAG reads Twitter so you don’t have to. The UK government will issue a record £275bn bonds this year. China...
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