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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Fintel: announces conditional acquisition of Threesixty Services from abrdn
Fintel, the parent company of SimplyBiz and Defaqto and leading provider of fintech and support services to the UK retail financial sector,…
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Schroder Investment Solutions celebrates third anniversary as AUM passes £6 billion
Schroder Investment Solutions (SIS), the award-winning series of actively managed Model Portfolios and Multi-Asset Funds, is celebrating its third anniversary. Since inception SIS has…
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abrdn: are French bonds now “peripheral” rather than “core” assets?
Felix Feather, economist at abrdn: “We think French government bonds will increasingly behave more like “peripheral” rather than “core” assets. While this…
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How to retain full entitlement to the residence nil rate band using a discretionary will trust
Leading Estate Planning and Trust Services company, Solidus explain how you can maximise your clients inheritance tax allowances using trust arrangements. Where…
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Marlborough makes ‘substantial’ investment in Clever Adviser Technology
Investment management and fund solutions group Marlborough has made a ‘substantial’ investment in Clever Adviser Technology. The deal means Marlborough has taken…
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New HMRC figures show number of taxpaying pensioners continues to ‘soar’ – Steve Webb, LCP
In the midst of the election debate around pensioners and tax, HM Revenue and Customs has today published its annual update of…
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Picture this: a broader horizon brings better value says Ninety One
Ninety One’s Multi-Asset Credit team explains that a preference for quality has seen many high-yield investors flock to a part of the credit…
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Keen on green? 5 questions to ask about investing in the green transition
Daniel Lurch, lead PM of the Green Planet fund at J. Safra Sarasin Sustainable AM talks us through his answers to those…
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The Impact of the Leasehold and Freehold Reform Act on Landlords
Written by Katherine Simpson, Partner at Edwin Coe LLP The Leasehold and Freehold Reform reached the Statute Book at speed, having been first…
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AT1s: Finding the risk/reward sweet spot
By Andrew Lake, head of fixed income at Mirabaud Asset Management It’s been over a year since Credit Suisse; subordinated financials once…
