In this month’s special Tax-Efficient Investment edition of IFA Talk, the podcast from IFA Magazine, we are joined by PXN Group’s Caroline Flagg to discuss the company’s recent rebrand, along with some of the big opportunities in tax-efficient investing.
Caroline, who is Deputy Managing Director of the PXN Investments retail business, joins us to discuss the recent merger of Par Equity and Praetura Ventures, which formed PXN Group. She reveals what has changed for the company, before diving into the everchanging role of Business Relief in tax-efficient investing, with new changes set to take effect from April 2027.
We also chat about the areas in the market where PXN sees real opportunity both for themselves as an asset manager, and for advisers. And finally, Caroline outlines the key planning discussions which advisers should be having today, to prepare them for upcoming reforms.
Be sure to check out this episode and all other episodes of IFA Talk on Spotify, Apple Podcasts, and Amazon!
Caroline Flagg
Caroline is Deputy Managing Director of the PXN Investments retail business and she manages strategic partnerships with national advice networks and wealth managers across the UK. She joined PXN after more than a decade at Octopus Investments, where she held roles in retail & wholesale distribution and private markets product development.
Caroline has broad experience across tax-efficient investments and plays a key role in ensuring advisers have the support and materials they need to work confidently with PXN.
Disclaimer
IFA Talk is for financial professionals only. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and whatever necessary legal advice should be sought before acting on any information contained in this podcast.
