
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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Mortgage & Property experts respond to the latest HMRC property transactions data
Following the release of the latest HMRC property transaction figures, we hear from a range of experts, who have shared…
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Deepbridge Capital and RSM UK launch Autumn Tax Planning Masterclass series
Venture capital investment manager Deepbridge Capital is pleased to announce the launch of its Autumn 2025 Tax Planning…
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Advisers trapped by traditional marketing tactics and tight budgets, Unbiased study shows
New research by Unbiased, the UK’s leading financial advice platform, reveals that financial advisers are facing an uphi…
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Moneyfacts: Why are mortgage rates climbing again?
Mortgage rates have started to creep up again despite a recent cut in the Bank of England’s base rate, as rising swap ra…
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Summer of legal shakeups: what financial planners need to know
Business and Development, Exclusives
In a summer marked by landmark family law rulings, financial planners and lawyers face significant implications for how…
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Schroders: Five perspectives on how cheap UK equities really are
Value Fund Manager and Research Analyst, Tom Grady at Schroders, assesses whether UK equities are fundamentally cheap re…
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Consumer Duty has not shortened the small print; financial T&Cs remain as long as classic novels two years on
Two years since the Financial Conduct Authority’s (FCA) Consumer Duty came into force, and Fairer Finance’s latest analy…
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Fidelity International: Why gold’s long-term case is stronger than ever
Despite sharp gains, gold continues to play a key role in portfolios, backed by resilient demand, policy uncertainty and…
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Skillcast: Why the Leeds Reforms make training a C-Suite responsibility
When the Chancellor stood up in Leeds to announce her reforms, the headlines honed in on “cutting red tape”. But, unlike…
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Evelyn Partners: AUM and asset flows update for the six months ended 30 June 2025
Evelyn Partners reveal that they generated £3.7 billion of gross new assets in H1 2025, with AUM reaching an all-time hi…
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Vitality reveals widespread financial anxiety over later life care costs
New research from Vitality has revealed the significant number of UK adults deeply concerned about how they will afford care in later…
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Wealth DFM Talk Podcast #2: Seeking out Asia’s hidden gems, with Aberdeen’s Gabriel Sacks
The latest episode of the Wealth DFM Talk podcast explores relatively untapped opportunities across Asian and emerging market equities. In this episode,…
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Two in five IFAs expect FCA’s advice guidance boundary review to boost demand for their services
With the FCA’s latest consultation on the Advice Guidance Boundary Review (AGBR) closing this month, new data from Opinium’s IFA (Independent Financial Adviser)…
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Surge in delays in HMRC alternative dispute resolution creating uncertainty for taxpayers
The number of Alternative Dispute Resolution (ADR) cases exceeding HM Revenue & Custom’s (HMRC) four-month resolution target has more than doubled over…
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Latest DWP figures highlight scale of early access to pension
Seven in 10 of the 3 million pension savers who have taken flexible payments since the 2015 ‘pension freedom’ rule changes were…
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Dividend tax squeeze to hit record 3.7 million people
New HMRC figures obtained by Quilter through a Freedom of Information request reveal the full extent of the dividend tax squeeze facing…
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Mike Birch appointed to Scottish Widows Master Trust
Scottish Widows has announced that Mike Birch has joined its Master Trust as a trustee. Mike is a client director with professional…
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As identity fraud cases ramp up, SmartSearch warns ‘basic checks are failing’
New data from fraud prevention service Cifas has highlighted a “worrying trend” of people selling their own identities; more than 118,000 cases…
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51% of Brits are saving money by using AI
As AI tools become more accessible and integrated into everyday life, Adobe Express set out to better understand how people across the UK are…
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Octopus Money acquires Virgin Money’s investment business
Octopus Money has announced that it has agreed to purchase Virgin Money’s investment business, subject to FCA approval – a move that,…