IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
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Panic at the Budget, is tax-free cash at risk?
As Budget speculation swirls once again, rumours of a cap on the 25% tax-free lump sum have sparked concern among pensio…
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M&PI Podcast #19: Supporting clients with complex mortgage needs, with Hinckley & Rugby for Intermediaries’ Laura Sneddon
Mortgage and Property, Podcasts
Now live: The latest Mortgage & Property Investment special edition of IFA Talk explores how advisers can best suppo…
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Income Protection Action Week: why affordable income protection is vital amid rising accident-related disabilities
Exclusives, Insurance and Protection
As Income Protection Action Week reaches its second day, National Friendly highlights the growing concerns among clients…
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Podcast #141: What do advisers and paraplanners want and need from retirement planning? With Morningstar Wealth’s Steve Coleman and Steve Owen
Retirement income planning has always been front and centre for advisers and paraplanners – and it’s evolving fast. In t…
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FCA mortgage review could drive fairer, more flexible lending
Michael Shand, Managing Principal at consultancy Capco, says the FCA’s mortgage rule review could unlock fairer access t…
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Women’s Rugby World Cup: female sports stars are earning more but must still plan for two retirements
As the Red Roses prepare for tomorrow’s semi-final match against France, women sports professionals are commanding highe…
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IHT receipts rise 5.7% year-on-year, expert reaction to HMRC data
Recent data released today by HM Revenue and Customs (HMRC) reveals that Inheritance Tax (IHT) receipts for the period A…
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Market Report: records in the US, riddles in the UK
Matt Britzman, senior equity analyst at Hargreaves Lansdown, discusses how UK markets edged higher despite mixed signals…
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Saffron unveils four new lending categories in biggest product refresh of the year
Saffron for Intermediaries has unveiled its most significant mortgage updates of the year, introducing four new lending…
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Use of regulated advice by pension dippers is heading lower, latest FCA data reveals
Fewer people are taking regulated advice before accessing their pensions, with only 31% doing so in 2024-25. Just Group…
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PensionBee: ‘Pot for life’ pensions are great news for savers
In response to a story that the Government is to introduce pension ‘pots for life’, which for the first time would enable…
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HMRC data reveals year-on-year increase in IHT receipts
New data published today by HMRC shows that IHT receipts for April to October 2023 were £4.6 billion, which is £0.5 billion higher than the…
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Saltus: Why Inheritance Tax should not be at the top of the Autumn Statement wish list
61% of High-Net-Worth Individuals plan to give away the majority of assets during their lifetime. Commenting on the speculation around reforms to…
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Quilter Cheviot MPS launches two new strategies on platforms
Quilter Cheviot has announced its Managed Portfolio Service has launched two new strategies on adviser platforms, available immediately. The company is adding…
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Helping you to help your clients: A Q&A with Evelyn Partners
Evelyn Partners was born out of the merger between Tilney and Smith & Williamson, how has this benefitted your clients? We manage…
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THRIFT, SEIS/EIS Companies to Watch
As we enter the season for tax-efficient investment planning, here at GBI Magazine we are showcasing the most innovative and ground-breaking companies…
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Income tax or national insurance cuts leaked as ‘on the table’ ahead of the Autumn Statement
New ‘leaks’ have emerged ahead of the Chancellor of the Exchequer’s watershed fiscal statement on Wednesday, with reports now suggesting that, alongside…
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Quilter: How rumoured cuts to income tax and National Insurance at the Autumn Statement would impact your client’s finances
Shaun Moore, tax and financial planning expert at Quilter, has explained the ways in which the rumoured income tax and national insurance…
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Equity release vs inheritance tax – how do both routes differ when passing wealth onto the next generation?
Chancellor Jeremy Hunt is expected to announce a cut inheritance tax (IHT) in his Autumn Statement, affecting 4% of all UK families.…
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Nationwide: Black Friday set to be biggest on record as Brits use sales to support Christmas spend
Black Friday is tipped to become the busiest on record as Nationwide Building Society predicts sales to be boosted by bargain hunters…