One of youngest professionals to obtain CISI Chartered Wealth Manager Qualification

In his important ‘mini-budget’ statement of 23rd September, Chancellor Kwarteng, amongst a host of other measures, confirmed his on-going support for the Enterprise Investment Scheme,

As the pound slumps to new lows amid market turbulence, advisers and mortgage experts comment on what it might mean for the markets: Philip Dragoumis,

Following today’s statement by the Chancellor Kwasi Kwarteng, AJ Bell head of personal finance Laura Suter comments on some of the key tax announcements: “There was

Written by Graham Crossley, NHS expert at Quilter In its Plan for Patients, it is very pleasing to see that the DHSC has finally woken

In response to concerns about the impact of Chancellor Kwarteng’s latest plans for tax cuts, in Asian trading overnight, Sterling hit a record low his

Following speculation* over the weekend that the Chancellor, Kwasi Kwarteng, is reviewing pension tax allowances, Aegon has set out why increasing frozen limits at a

Tom Selby, head of retirement policy at AJ Bell, comments on Kwasi Kwarteng’s dramatic changes to income tax rates in the UK. He said: “Chancellor

Uncertainty ahead It’s certainly been an eventful month since the previous edition of IFA Magazine. So much has changed here in the UK but if

The cut in the top rate of income tax announced by the Chancellor today, from 45% to 40%, could lead thousands of top earners to

This morning’s mini-budget has had a seismic effect on gilt markets. Ian Mills, Partner at Barnett Waddingham, has discussed what this means for DB pension

The details of the new economic Growth Plan revealed by Chancellor Kwarteng last week have been dominating the national news headlines – as well as

Over the next five years M&G aims to invest up to £5 billion in privately-owned enterprises that are tackling environmental and social challenges across the

In the latest episode of IFA Talk, Sue and Bex had the pleasure of speaking with Chartered Financial Planner Nicola Crosbie, Principal at Moran Wealth

In this week’s episode of IFA Talk, Sue Whitbread and Brandon Russell look at a way to make the complex modern world of digital banking,

This week, IFA Talk is looking at the murky world of cyber security as we welcome a cyber security specialist to the podcast. Financial advice

With the Great Wealth Transfer coming our way in the not-so-distant future, Ruth Handcock, CEO of Octopus Investments says advice firms need to think about

Given the economic headwinds of inflation and the (considerable) threats to global growth which exist today, the old 60/40 asset allocation model can often be

This week’s podcast episode is something a bit different for IFA Talk…but certainly not an episode to be missed! Sue and Bex talk to Sir

Cutting through the jargon and getting to grips with the serious issues facing the global economy today – and all in just a 20 minute

In this week’s episode of IFA Talk – the show where we talk to people who matter about subjects that matter in the world of