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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Podcast #136: Succession planning for business owners under the new IHT rules, with Bishop Fleming’s Peter Ball
In this week’s episode of IFA Talk, we dive into the world of taxes, following changes to IHT rules. Recent changes and…
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The Exeter announces agreement with iGPR to streamline requests for medical information
UK health and life insurer, The Exeter, has announced a new agreement with iGPR, the market-leading provider of redactio…
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Freedom Health Insurance launches Freedom 360: a powerful new health and wellbeing toolkit tailored for group clients
Launching on 1st October 2025, Freedom Health Insurance is proud to announce Freedom 360, a comprehensive health and wel…
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UK state pension age review launched amid rising demographic pressures
Dr Suzy Morrissey today announced she has been appointed by the Department for Work and Pensions (DWP) Secretary of Stat…
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State Pension could rise by £550+ thanks to Triple Lock as earnings growth outpaces inflation
New analysis from leading independent financial services consultancy Broadstone suggests the State Pension is set for an…
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UK CPI preview: inflation, rate cuts, and the pound’s path forward
Written by Daniela Sabin Hathorn, senior market analyst at Capital.com The UK Consumer Price Index (CPI) will be release…
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Inflation hits 3.8%: industry experts share their insights
The latest inflation data shows the Consumer Prices Index (CPI) has risen to 3.8% in July, up from 3.6% in June, marking…
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Bank of England faces policy pivot
Written by Mark Michaelides, chief commercial officer of lender Molo While the Bank of England’s Monetary Policy Commit…
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Aviva launches new guaranteed fixed term annuity to meet evolving retirement needs
Aviva has today announced the launch of its Guaranteed Fixed Term Income Plan, a new addition to its retirement income p…
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Industry experts react to HMRC’s latest IHT figures
This morning’s HMRC update reveals a notable rise in Inheritance Tax (IHT) receipts, which reached £3.1 billion during t…
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Retail investment bounces back as Bank Rate cut again
The latest insights from Rightmove reveals a bounce back in demand to invest in the retail sector. Demand to invest in the…
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Supreme Court judgment impacts on future tax and estate planning
Written by Sarah Ingram, Partner and Head of Family Law at Winckworth Sherwood The Supreme Court’s recent decision on Standish v Standish [2025] UKSC…
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Dynamic Planner sees record £100bn client holdings as consumer duty marks 2nd year
Ahead of the 2nd anniversary of Consumer Duty on 31st July, Dynamic Planner, the UK’s leading digital advice platform, now has a record £100bn…
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98% of LISA holders are ‘reliant’ on bonus to achieve homeownership aspirations
Nearly all of those who hold a Lifetime ISA (LISA) feel ‘reliant’ on the 25% bonus in order to purchase a home,…
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IBOSS launches blended MPS range to deliver cost-efficient active management for today’s markets
IBOSS Asset Management, part of Kingswood Group, has launched its new Blended MPS — a discretionary portfolio solution designed to meet the…
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Majority of mutuals report AUM growth and Own Funds increasing
Broadstone’s 2024 Solvency and Financial Condition Report (SFCR) Analysis finds a mutual and co-operative sector that is financially resilient with growing assets…
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ASK Partners’ Daniel Austin sets out how and why stabilising the property market ahead of Autumn Budget is so important
With much speculation in the national media this past few days about what might be revealed in the budget, in the following…
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Multi-asset momentum: what advisers are really thinking – and doing – in 2025
Multi-asset funds have long held their place in the investment toolbox for financial advisers. But are they still delivering what advisers and…
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Consumer duty two years on – Chris Jones, Financial Services Director, Dynamic Planner, provides his insights
Consumer Duty is two years old. If the time seems to have gone as quickly to you as it does to me,…
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New research provides key insights on the future of advice and demand for new advice services
New insights from AdviserSoftware.com’s “Building the Business Case for Digital Advice” study shows these conclusions have been reached by understanding consumer preferences considered by…
