
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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Trending Articles
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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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Royal London announces £61m BPA transaction with the Stora Enso UK Group Pension Scheme
Royal London, the UK’s largest mutual life, pensions and investment provider, has completed a bulk purchase annuity (BPA…
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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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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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Five tips for property investors juggling multiple incomes, by a tax expert
Exclusives, Mortgage and Property
Many property investors and landlords are balancing invoices and incomes from multiple sources. While this can mean grea…
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Increasingly clients taking tax free cash to gift to younger generations
Nick Nesbitt, Head of Private Client at Forvis Mazars, warns that while more savers are tapping tax-free pension cash to…
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MetLife UK & Reassured complete Three Peaks Challenge raising £36K for Winston’s Wish
Employees from MetLife UK, the employee benefits and protection provider, and life insurance broker Reassured jointly ra…
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Inheritance Tax and Pensions: a gear change for financial planning?
From April 2027, pensions will fall into the IHT regime in one of the biggest estate planning shifts in years. Harriet B…
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More Latest News
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Advisers lukewarm over Office of Tax Simplification’s IHT recommendations
Despite reducing complexity, the series of recommendations made by the Office of Tax Simplification (OTS) for updating and simplifying Inheritance Tax (IHT)…
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Committed Capital
GBI Magazine caught up with Glen Stewart, Head of Intermediated Capital Raising at Committed Capital, to find out more about the company’s…
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Platform cost comparison tool launched
Lime Outsourced Paraplanning director and owner Rebecca Lucas has launched an online interactive tool which allows adviser firms to quickly and accurately…
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Labour manifesto – the potential impact on people’s finances and long term savings
Labour has today published its election manifesto with plenty of proposals that could have a big impact on people’s finances and long…
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Getting up to speed with EIS and BR: free ‘Plan to Grow’ event with EISA December 5th
EISA is the official trade body for the Enterprise Investment Scheme. It is a not-for-profit organisation whose principal goal is to help…
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“Oh no – not another label!”
“Oh, no” was my first reaction when I was confronted with the recently launched UK initiative from the UK’s Investment Association called…
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A new era for estate planning
Stellar Asset Management is offering financial advisers the chance to build a family office solution for their clients with its new estate…
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‘Staying optimistic and open-minded’
Andrew Sullivan talks to Hambro Perks about their team’s success, expertise and experience. What is your firm’s approach? Hambro Perks helps outstanding…
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Paraplanning in practice
Increasingly, paraplanning is being seen by large numbers of professionals across the UK as a career choice in its own right. Given…
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FCA fines Henderson £1.9m for fund failings
The Financial Conduct Authority has fined Henderson Investment Funds Limited £1,867,900 for failing to treat fairly more than 4,500 retail investors in…