Dan Wills
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The inheritance tax net is widening and growing your estate planning business is a key opportunity
For professional advisers and paraplanners only. Not to be relied upon by retail clients. Jess Franks, Head of Investment Products at Octopus…
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Working smarter not harder: how technology is helping advisers with growing demands of compliance and regulation
IFA Magazine’s recent reader survey, carried out in conjunction with specialist T&C and People Compliance platform, HRComply, revealed that advisers have real…
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Truly understanding cultural change in business
For many firms, a cultural change is required to meet the demands of consumer outcomes. This is done by having a clear…
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Is this as good as it gets for platforms?
According to new research from the lang cat which was released recently, advised platform net sales came in at £5.15bn for Q1…
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Diversification and optimisation
GBI sat down recently with Nick French CDO at Blackfinch to talk about why he is passionate about helping advisers build value…
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New tax year resolutions: A year-long commitment
Sarah Wakefield, Business development Manager, Oxford Capital explains why tax advantaged investments are best used all year round. The start of the…
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Readying for Consumer Duty: How do tax-efficient investments fit into the big picture?
Register now >> For professional advisers and paraplanners only. Not to be relied upon by retail investors. Article by Jessica Franks, Head…
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Why working with a trusted adviser really matters – Exit planning Part 2
In this second article in a two-part Q&A series with IFA Magazine’s Brandon Russell, Keith Brown, Chief Executive of Wealth Holdings, discusses…
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How does an adviser choose their investment platform?
In the past, there has been strong competition over prices in the Platforms market, despite the FCA maintaining that it does not…
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Why service, performance and cost really matter: A Q&A with Brook Macdonald’s Frank Atkins
Talking to IFA Magazine, Brooks Macdonald’s Frank Atkins discusses the group’s MPS proposition and highlights how he and his team achieve successful…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
