What are the hidden fees in tax efficient investments?

Following the Nationwide September House Price Index published this morning, mortgage and property experts have commented. Andrew Montlake, managing director of the UK-wide mortgage broker, Coreco: “The

We’ve entered a new era for ESG (environmental, social, governance) investing. The global pandemic revealed and magnified a range of social issues, while the threat

Succession Wealth, one of the UK’s largest wealth management and financial planning groups, today announced the acquisition of G+E Wealth Management, a leading independent financial

Brooks Macdonald Group plc and Slater and Gordon UK Limited today announced, subject to regulatory approval, the acquisition of Adroit Financial Planning Limited by Brooks

Chancellor Kwasi Kwarteng’s dramatic volte-face on scrapping the 45p rate of income tax will have a knock-on effect for retirement saving incentives Pension tax relief

Written by Laura Suter, head of personal finance at AJ Bell The rates war in the savings market is great news for those with cash

Written by Rufaro Chiriseri, Director, Head of Fixed Income for the British Isles at RBC Wealth Management The UK government’s latest Growth Plan, which involves

Wealth management firm JM Finn has hired Rob Deverell into a new role focused on developing the operational side of the business. Rob, who has

HSBC Retirement Services Ltd has appointed Joanne Holden to lead the governance structures and processes of its Master Trust, as Head of Governance. Joanne has

A new campaign to boost the number of people in employment with a learning disability or autism spectrum condition launches today during National Inclusion week.

Back in the summer months, the IFA Magazine team were completely bowled over when we received this blog from financial planners Shannon Currie and Phil

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