
Supplement or substitute – How do advisers view ChatGPT’s potential impact on financial services?
AI technology is without doubt the future we are heading towards. However, what that future looks like is still unclear. How will AI be used? Will it replace human labour? When will AI be ready for mainstream use? These are all questions that have come to the...
Legal Expert Raises Confidentiality Concerns Over Employees Inputting Sensitive Data into ChatGPT
Richard Forrest, Legal Director at the UK’s leading data breach law firm, Hayes Connor, discusses the potential risks of employees sharing sensitive data on chatbots, as well as providing actionable tips on how to use ChatGPT safely in the workplace. In light of...
New learning and development initiative for financial services professionals
Caroline Stuart and Melissa Kidd launch a new initiative today called The Co-Laboratory. Aimed at financial services professionals and with an emphasis on developing day to day communication and ‘human’ skills, it will provide an opportunity for people to learn and...
ICYMI: How well do you know your EIS from your VCT? Octopus’ Jess Franks gives the lowdown for advisers
The end of the tax-year is fast approaching, with less than a week for advisers to get their clients' affairs in order. In what can be an extremely stressful and challenging time for advisers, it is important that all available tools are utilised to achieve the best...
Budget 2023
More Latest News

“Too fast” plan to raise State Pension Age has been shelved but not scrapped
The pace set by the government’s plan to bring forward the rise of State Pension Age to 68 by seven years was seen as “too fast” by half...

Aegon welcomes calls for Government to investigate early access to state pension
Written by Steven Cameron, Pensions Director at Aegon We urge the Government to follow Baroness Neville-Rolfe’s recommendation to explore...

The role of annuities in improving retirement outcomes
Written by Cecilia Furner, Distribution Director, Legal & General Retail Annuities To anyone keeping an eye on the news right now, it...

‘Sting in the tail on state pension age as independent review floats rise to 69 in late 2040s’ – Steve Webb, LCP
The DWP has today announced the outcome of its statutory review into the state pension age, and has published two supporting reports – the...

High risk and high rewards in SEIS and EIS investments
We were delighted to have an opportunity to catch up with Lucius Cary, Founder of Oxford Technology and to talk in detail about both the...

Investing in the start-up stars of tomorrow
Investing in Britain’s most promising young businesses has become increasingly popular, resulting in record years for venture capital...

Local Authorities accused of “trying to make money off the back of the poorest” as Government consultation ends
A government consultation is currently live — ending Friday, 31 March — into the way Homes in Multiple Occupation (HMOs) are valued for...

Wealth Wizard’s Mark Kiddel comments on state pension age
Following the news that the government will announce today that it will not bring forward the date the state pension age will rise, Mark...

Are LGIM’s Model Portfolios well placed to support the needs of advisers’ clients?
LGIM's MPS was launched with fanfare back in 2021. So what steps are LGIM taking to ensure they produce optimum results for clients? Visit...

Empowering Your Clients: How we can help clients protect their families when their situations change
Written by Amanda Wilson, the Director at The Right Mortgage and Protection Network As the job market continues to shift, more and more...
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IFA Magazine
IFA Magazine is the home of news, views, opinions and genuine insight for professional financial advisers, planners and paraplanners.

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IFA Magazine

IFA Magazine’s April 2023 edition is live now: Under Pressure
As our more astute readers might have noticed, your friendly Editor here at IFA Magazine is rather partial to using a song title or two, when it comes to this column. This month is no different. In fact, this song from David Bowie and Queen (both firm...
GBI Magazine

GBI 38 | Tax Year End | April 2023
We are delighted to welcome you to the latest issue of GBI Magazine. Yes tax year end is approaching and we know how busy our readers are so with that in mind we’ve brought you a selection of articles that are timely and topical. Jack Rose of Triple Point talks...
Latest Reports

Tax Efficient Investment Sector Research | Annual Report 2023
IFA and GBI Magazine are delighted to present the Tax Efficient Investment Sector Research Report 2023. Following the success of our earlier reports, we have combined each of the schemes (EIS, SEIS, VCT and IHT/BR) into this 300+ page report which we believe will...
Trending articles
IFA Magazine’s April 2023 edition is live now: Under Pressure
As our more astute readers might have noticed, your friendly Editor here at IFA Magazine is rather partial to using a song title or two, whe...
Green finance and green homes: what to watch in UK government’s ‘Green Day’ announcements this week
Later this week, the UK Government is expected to make a number of announcements in relation to the green economy. This may include the foll...
Govt’s ‘Green Day’ announcement: ‘underwhelming;’ green policy package fails to get UK back in the race to zero – reaction
Today, as has been the lead story across most of the national media this morning, an announcement has been made that the UK government has s...
Door joins forces with FE fundinfo to solve the industry’s Consumer Duty reporting challenge
Business and Development , Consumer Duty
Door, the leading fund research platform, and the data and technology specialist FE fundinfo have created a joint solution to the Financial...
Taxpayers in London and the South East make up 62% of people avoiding tax through offshore assets
Residents in London and the Southeast made up 62% of UK taxpayers admitting evading tax by hiding assets offshore last year*, says UHY Hacke...
Help to Buy ends: First-time buyers account for 84% of homes bought in England through the scheme
On March 31st, the Help to Buy Equity Loan scheme will come to an end. This scheme proved to be particularly beneficial for first-time buyer...
Lack of personal finance education leaving over a third of students unprepared for life after school
A new report shows that almost half of school students (48%) want to be taught personal finance in school, but the majority feel they are no...
The face of sustainable real estate investments in 2023
The real estate sector contributes around 40% of global greenhouse emissions, making them one of the largest environmental offenders. Of tho...
Investec Wealth & Investment appoints Associate Investment Director and Investment Manager in Bournemouth and Cheltenham offices
Investec Wealth & Investment has announced the appointments of Andrew Mays as Associate Investment Director in Bournemouth and Sebastian...
Podcast #35: How can Flagstone help maximise the return on your clients’ cash?
In an IFA Talk first, our podcast this week explores the benefits of cash deposit accounts. With so many deposit account options available f...