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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Sunday’s Money pages
*Highlight text, right click and hit “search google” for more info on any of the featured topics* The Sunday Times concedes that…
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o2h ventures portfolio company Exonate announces collaboration with Johnson & Johnson
o2h Ventures portfolio company Exonate Announces a Collaboration with Janssen to develop a new eye drop for the treatment of retinal vascular…
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London based wealth management fintech to launch in Ireland
Nucoro, the London based fintech company providing bespoke white-labelled technology focused on delivering digital investment solutions to third parties, has announced it…
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Fund Group Focus – Nova
This week: Nova SEIS/EIS Nova have cofounded over 40 tech startups in the last 5 years, with a success rate far above…
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January’s Case Study – Clients Buying Property Abroad
Your clients rely on your guidance in financial matters and are receptive when you make recommendations for specialist services – like international…
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Leading financial services influencers join forces to educate on M&A
Two of the UK’s leading independent financial advice firms, along with a prominent business transformation consultancy, have partnered with M&A specialist, Gunner…
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Edinburgh-based Par Equity report record-breaking Q4 in 2019
Flying the flag for the North – Andrew Noble, Partner at Par Equity Par Equity had a record-breaking final three months…
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o2h ventures portfolio company Exonate announces collaboration with Johnson & Johnson
o2h Ventures portfolio company Exonate Announces a Collaboration with Janssen to develop a new eye drop for the treatment of retinal vascular…
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Sunday’s Money pages
*Highlight text, right click and hit “search google” for more info on any of the featured topics* The Sunday Times asks if…
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Gunner & Co. advise Lumin Wealth on second acquisition
Lumin Wealth Management is pleased to announce it has acquired Everett MacLeod Limited which completed on 6th January 2020, following an introduction…