
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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Investing in transport and mobility – the Downing view
A note from James Nettleton, a Principal at Downing. Prior to joining the Downing Ventures team in summer 2019, I spent three…
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Use of EIS consistent among financial advisers despite rule changes
A survey of financial advisers on Enterprise Investment Schemes has found that the level of use has been consistent despite concern that…
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Use of EIS consistent among financial advisers despite rule changes
Financial advisers remain supportive of the UK’s growth economy, according to a new survey by Great Point Investments A survey of…
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The whistle has been blown and they are off
Modwenna Rees-Mogg, Chair of The VCT & EIS Investor Forum, comments on the runners in this year’s fundraising race for the VCT…
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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* Sunday’s Money sections The…
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Miton’s David Jane: Raising the bar
“A key part of our process is to consider the long-term themes that are driving economies and financial markets over the long…
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Using video in financial advice
It is clear that there are forces at play within financial services which are radically altering the way advisers need to manage…
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SUCCESSION WEALTH OPENS NEW HQ
Underpinning its ongoing focus on profitable, nationwide expansion, Succession Wealth, the UK’s largest independent wealth management and financial planning firm, has opened…
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AIC video – how income investment companies work
Through a series of interviews complemented by easy-to-understand animations, financial planners explain the benefits of investment companies and their structure for…
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HMRC reduces the number of approvals for the funding of small businesses
Approval rates for EIS drops from 75% to 62% in a year – long term average of 85% HMRC has reduced…