IFAM 127 | Not if, but when | April 2024
Not if, but when… Spring finally seems to have arrived! Since our last edition, we have had the Spring Budget and the Bank of England (BoE) rate announcement to name but a few important landmarks. This has kept us, like all of you I am sure, quite busy over the last...
How to position for geopolitical shocks in 2024: latest analysis from State Street Global Advisors
State Street Global Advisors have released their latest report today entitled 'How to position for geopolitical shocks in 2024'. It's one in which they explore what are the most appropriate and easily implementable portfolio strategies for the year in the face of...
Six tax changes arriving on 6 April that earners, savers and investors need to be aware of
The dust has settled from the Budget and time is running very short for households to take steps on their tax liabilities for the 2023/24 tax year, which ends on 5 April. On 6 April, a number of new tax rates and rules come into force that will between them affect...
Santander UK reduces selected fixed mortgage rates for new business by up to 0.21%
Santander UK has today made reductions to selected fixed rates for new business across its purchase, remortgage, and buy-to-let range. The full list of new rates can be found online here. Examples of the residential purchase rate changes...
Fixed Income in the News
How to make the most of the big gilt revival
Advisers and DIY investors have been investing in gilts for a tax-efficient rainy day fund Taxable cash accounts would have had to offer over 7% to compete with net returns Using gilts as an annuity alternative, to meet fixed financial goals, or to diversify Examples...
PIMCO: Bank of Japan’s Policy Shift Ushers in a New Era for Investors
By Tomoya Masanao (pictured), Co-Head of Asia-Pacific Portfolio Management, Co-Head of PIMCO Japan The Bank of Japan (BOJ) has bid farewell to its negative interest rate policy (NIRP), yield-curve control (YCC) and quantitative and qualitative easing (QQE), marking...
Aegon High Yield Global Bond Fund moves to monthly distributions
Aegon Asset Management (Aegon AM) is to change the frequency of the dividend in its income share classes for its Aegon High Yield Global Bond Fund. The change will see the dividends move to monthly from quarterly at the end of March 2024, providing investors with a...
More Latest News
Why strength lies in differences, not in similarities
A powerful Q&A with Rose St. Louis, Protection Director at Lloyds Banking Group, highlighting why boosting DEI initiatives within...
Mortgage defaults expected to surge by 22% over next 12 months
Analysis of ten of the UK’s largest specialist mortgage lenders shows Expected Credit Loss (ECL) is predicted to hit £760m as mortgage...
60 nominees announced for 2024 Alpha Manager Awards from FE fundinfo
Today FE fundinfo, the global leader in investment fund data and technology for the fund management industry, announced the nominees of...
Advisers predict strong year for US and UK equities
Over 40% of the global population eligible to vote in 2024 With this backdrop, Aegon research sheds light on what advisers predict will be...
Unlocking better customer outcomes through innovation
Written by Kay Westgarth, Group Manufacturing Sales Director at Key Group In the ever-evolving landscape of financial regulation, the...
Why ARs should have their network CEO’s mobile number
By Ahmed Bawa, CEO of Rosemount Financial Solutions (IFA) One of the crucial elements in winning the trust of ARs is being approachable....
MorganAsh publishes vulnerability checklist to help firms meet Consumer Duty requirements
MorganAsh, a support services provider to financial services and the utilities sector, has published a 10-point checklist to help firms in...
Almost half (45%) of UK homebuyers would consider using an ethical finance provider that follows Islamic principles, finds Gatehouse Bank
Gatehouse Bank, a Shariah-compliant UK challenger bank, has published new data revealing that nearly half (45%) of UK homebuyers would...
Don’t hold off for better mortgage rates in the near future warns Continuum
Many homeowners and homebuyers are holding off on committing to a new fixed interest mortgage rate, hoping for rates to decrease in the...
Later life lending stands at a crossroads as 28% of advisers seek products which bridge mainstream and later life needs – Air
Air, the leading later-life lending platform, has today launched its inaugural Comprehensive Conversations Report, detailing the...
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IFA Magazine
IFAM 127 | Not if, but when | April 2024
Not if, but when… Spring finally seems to have arrived! Since our last edition, we have had the Spring Budget and the Bank of England (BoE) rate announcement to name but a few important landmarks. This has kept us, like all of you I am sure, quite busy over the last...
GBI Magazine
GBI 44 | Opportunity and risk | April 2024
Hello, and welcome to the third issue of GBI Magazine this year. Tax year-end is now firmly in our sights, as we bring you yet another magazine full of exclusive content and valuable insights from industry experts. We kick things off with the second part of our...
Latest Reports
Tax Efficient Investments Sector Research | Annual Report 2024
IFA and GBI Magazine are delighted to present the Tax Efficient Investments Sector Research Report 2024. Following the success of our earlier reports, we have combined each of the schemes (EIS, SEIS, VCT and IHT/BPR/AIM) into this 300+ page report which we believe...
Trending articles
SmartSearch secures significant investment to fuel ambitious growth plans
SmartSearch, a leading UK provider of digital compliance and anti-money laundering (AML) software, has today announced it has signed an agre...
Don’t hold off for better mortgage rates in the near future warns Continuum
Many homeowners and homebuyers are holding off on committing to a new fixed interest mortgage rate, hoping for rates to decrease in the near...
How strong is the VCT market?
VCTs have proven resilient in the face of broader economic headwinds that have impacted the venture capital ecosystem around the world. The...
Conflict of interest judgment could have lasting implications for professional deputies
The long-awaited ruling by the Senior Judge of the Court of Protection around the appointment of in-house investment managers to act on beha...
How to Gain Income Tax Relief This Year While Also Backing Britain
Investors navigating the complex landscape of wealth management often seek avenues that not only offer lucrative returns but also come with...
Debt Awareness Week: 1 in 6 Brits say they’ve hidden debt from their partner
New research reveals 1 in 6 (17%) Brits say they’ve hidden debt from their partner ahead of Debt Awareness Week 2024. There comes a po...
Invesco joins the ACT Alliance as a partner of City Hive pledging to build back trust for the investment management industry through transparency
As part of their commitment to transparency and accountability, Invesco is proud to announce its partnership with City Hive and has joined t...
16 providers back ULoA as Origo proves switching to digital LoA makes commercial sense
Momentum amongst providers to switch to a digital letter of authority process has quickly picked up pace as Origo has proven that moving to...
Growthdeck: Recent HMRC report ‘a ringing endorsement’ for Enterprise Investment Scheme – helped 88% of companies that used the scheme to grow
A new HMRC report demonstrates the huge positive impact the Government’s flagship Enterprise Investment Scheme (EIS) has had on funding for...
Santander UK reduces selected fixed mortgage rates for new business by up to 0.21%
Santander UK has today made reductions to selected fixed rates for new business across its purchase, remortgage, and buy-to-let range. The f...