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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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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Scottish Widows Platform integrates ATEB Suitability to simplify adviser reporting
Scottish Widows Platform is now connected with ATEB Suitability, an easy-to-use, intelligent suitability report writing software which simplifies, automates and centralises reports…
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Unicorn AIM VCT announces intention to launch new £20 million offer
Unicorn AIM VCT (‘the Company’) has announced its intention to launch a new offer for subscription to raise £20 million, with an over-allotment facility to…
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40% rise in crypto ownership will ramp up tax compliance activity warns BDO
The 40% rise in the number of Britons owning crypto-assets revealed by the latest FCA survey will lead to a ramping up…
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abrdn announce key appointments in Multi Asset and Alternatives team
Today abrdn have announced some personnel changes in its multi asset and alternatives leadership team which, the asset manager says, is drawing…
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Should investors put America first? Fidelity’s Tom Stevenson shares 3 US funds of interest
In this analysis, Tom Stevenson, Investment Director, Fidelity International, considers three funds for investing in the US from Fidelity International’s Select 50…
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Fund manager update: TEMIT’s Chetan Sehgal shares his latest outlook for the Emerging Markets sector
Sharing his latest thoughts with us on risks and opportunities that lie ahead for investors in Emerging Markets, Chetan Sehgal (pictured), Portfolio…
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Mastering the MPS Landscape
In the ever-evolving Managed Portfolio Service (MPS) market, staying ahead of the curve is crucial for independent financial advisers (IFAs). Craig Wright…
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“EIS may become even more popular” following BPR IHT relief announcement, says Oxford Capital’s Mark Bower-Easton
Following the news that business property relief for inheritance tax will drop in 2026, we have reached out to experts to find…
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Landmark Information Group’s new report reveals challenges in the property industry
Landmark Information Group has unveiled a comprehensive new research report that reveals significant frustrations among home movers, as well as the wider…
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HMRC issues scams warning as Self Assessment deadline looms
Concerned customers reported nearly 150,000 scam referrals to HMRC in the last year, as Self Assessment filers are warned to be alert…
