Evelyn Partners acquires Leathers LLP
Evelyn Partners, the leading wealth management and professional services group, is pleased to announce that it has acquired Leathers LLP, a well-established firm of Chartered Accountants and tax specialists with offices in Newcastle and Harrogate. Leathers was founded...
Virgin launches 5-year fixed rate at 3.95% – reaction
Virgin, from today, has gone sub-4% on 5-year fixes, at 3.95%. Importantly, it is also offering a 3.99% 5-year fix for purchases. Free PR platform, Newspage, sought the views of brokers and shared them with IFA Magazine. Craig Fish, Director at Lodestone Mortgages...
Affordable options for every client – Legal & General helps advisers support clients during turbulent times
In this online web series for IFA Magazine, Legal & General highlights 5 key ways they are helping advisers support clients during today’s challenging economic and market conditions. In the third instalment of this helpful series, Legal & General highlights...
Nova Growth Capital and GBI Magazine’s SEIS survey winners announced
Last month, GBI Magazine released a SEIS survey in partnership with Nova Growth Capital that questioned advisers on their use and understanding of SEIS schemes. The survey focused on the relationship that advisers have with SEIS schemes as well as how informed their...
More Latest News
What to consider when selling your IFA business – ValidPath
Angus MacNee (pictured), CEO of ValidPath, outlines a five step plan for success For most IFA business owners, retiring from or selling...
NS&I’s Green Savings Bond rate rises again
Laura Suter, head of personal finance at AJ Bell, comments on NS&I’s Green Savings Bond rate rising once again: “The interest on...
HSBC launches 3.99% five-year mortgage rate – reaction
HSBC has launched a 3.99% five-year (re)mortgage rate. Free PR platform, Newspage, sought the views of brokers around the UK. Imran...
Diversity and Resilience
Why SMEs are the backbone of the UK Economy, and how VCT and EIS products can play an important role in their success. We recently sat...
We are excited to announce that the Real Estate Investors Summit returns in San Diego, CA!
The Real Estate Investors Summit is the most exclusive meeting point for Leading Family Offices and Innovative Fund Managers and...
Solomon kicks off 2023 with first minority partnership investment
Solomon Capital Holdings has completed a partnership deal with Kent-based Beaufort Financial Westerham that will see it take a minority...
Dynamic Planner’s Goss: Era of product sales over as industry embraces personal financial planning
CEO Ben Goss sets out vision for the industry and unveils new developments at 11th Annual Conference in Dynamic Planner’s milestone 20th...
Halifax HPI – reaction from brokers and property experts
Following today’s report from Halifax on HPI – mortgage brokers and property experts have shared their reactions with IFAM via Newspage....
Halifax HPI – UK House Prices stable in January
Typical UK property now costs £281,684 (compared to £281,713 last month). Follows falls in December (-1.3%) and November (-2.4%). Annual...
What is a cash deposit platform?
With the rise of financial technology, cash deposit platforms are becoming a more popular way to manage cash for individuals, businesses,...
Latest Videos
Preparing Portfolios for 2023: Consider the Strong Case for Bonds
At the tail end of a challenging year, we reflect on the evolving macroeconomic landscape, including potentially stabilizing inflation, and the opportunities investors may do well to consider in 2023. Learn more from PIMCO Group CIO Dan...
Are we there yet? Episode 6 – Why sustainability isn’t taking a backseat
M&G Investments’ Fabiana Fedeli has hope for the future – and reasons to justify it Saying that global markets are going through a rough patch is a bit of an understatement. Bonds have recorded their worst losses in decades. We’ve seen...
Are We There Yet? Episode 5 – Emerging market debt is going green
The fifth episode of M&G’s ‘Are we there yet?’ explains why ESG is more than just an equity play. When it comes to sustainable investing, EM debt has been living in the shadow of the all-engulfing allure of equities – until now....
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Latest Publications
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IFA Magazine
IFA 115 | Spring it on | February 2023
Apparently, being one of the first flowers of spring, the snowdrop can symbolise new beginnings, hope and the ability to overcome challenges. As 2023 gets underway, it therefore seemed rather appropriate to me that we’ve used these fabulous little flowers as the...
GBI Magazine
GBI 36 | Tax Efficiency in Focus | February 2023
I think if it’s possible we are even busier than usual for this time of year. You will have noticed we took a different approach in January to bring you individual detailed coverage in separate reports for SEIS, EIS, VCT and BR/IHT authored by our friend and colleague...
Latest Reports
Venture Capital Trusts (VCT) | Annual Report 2023
Welcome to the ‘Venture Capital Trusts Report 2023’ the third in our series of focused reports on the tax efficient sector. Our four reports will be brought together as one major report covering the whole sector to be published later in February. IFA/GBI Magazine...
Trending articles
Proposals to scrap pension 25% tax-free lump sum and levy IHT on pots could undermine retirement plans
The Institute for Fiscal Studies today released a number of proposals for the reform of pensions taxation, including scrapping the 25% tax-f...
Venture Capital Trusts (VCT) | Annual Report 2023
Welcome to the ‘Venture Capital Trusts Report 2023’ the third in our series of focused reports on the tax efficient sector. Our four reports...
HSBC launches 3.99% five-year mortgage rate – reaction
HSBC has launched a 3.99% five-year (re)mortgage rate. Free PR platform, Newspage, sought the views of brokers around the UK. Imran Hussain...
Bank of England interest rate decision – Comments from mortgage brokers, IFAs and wealth managers
The Bank of England has raised the base rate to 4%. The minutes report that the MPC believes inflation has peaked. Newspage asked mortgage b...
Legal & General enhances later life lending proposition with new features and product developments
To meet changing customer needs and respond to adviser feedback in a fast-paced market, Legal & General Home Finance has announced impro...
Three strategies to deal with market volatility
Several major global events – including most recently the coronavirus pandemic and the Russia/Ukraine situation – have prompted investors to...
GBI 36 | Tax Efficiency in Focus | February 2023
GBI , GBI Issues , GBI Magazine
I think if it’s possible we are even busier than usual for this time of year. You will have noticed we took a different approach in January...
Bank of England announces further 0.5% base rate hike – finance experts react
Up up and away! For the tenth consecutive month, the Bank of England has announced that it's Monetary Policy Committee (MPC) has decided to...
How social media can support firms’ Consumer Duty data strategies – Jamie Botha
Written by DataEQ's Jamie Botha The Financial Conduct Authority (FCA) recently published a review of firms’ progress in implementing the Co...
Halifax HPI – reaction from brokers and property experts
Following today’s report from Halifax on HPI – mortgage brokers and property experts have shared their reactions with IFAM via Newspage. Kat...
