Dan Wills
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Mansfield celebrates record year as the building society sector turns 250
Mansfield Building Society has announced record new mortgage lending of over £125million and savings member growth to nearly 21,000 in 2024 at…
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L&G bolsters protection proposition with series of product enhancements
L&G’s Retail Protection business has today announced a wide-ranging series of product enhancements that will help ensure customers are better protected. The…
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Advisers fully leveraging technology outperform peers in record numbers, intelliflo’s eAdviser Index reveals
Financial advice firms fully embracing technology generated per adviser 119% more recurring revenue, 105% more revenue, 86% more assets under advice, and…
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Four essential insights from intelliflo’s 2025 eAdviser index
We know that technology plays a crucial role in the success of advice firms. Since 2018, intelliflo’s eAdviser index has tracked how…
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Are VCTs more attractive than ever post-Budget?
Despite significant tax hikes on CGT, IHT, and pensions in Rachel Reeves’ Autumn Budget, Venture Capital Trusts were left unchanged. With this in…
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A market on the move
The post-Budget outlook for tax-efficient investments is stable but cautious. Economic uncertainty and inflationary pressures are mounting, but IHT and BR-qualifying investments…
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How is loss relief impacting S/EIS investments?
If EIS shares are sold at a loss (after income tax relief), the loss can offset capital gains or income in the…
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Which tax-saving opportunities should investors consider before the tax year closes?
For many years, HMRC has offered some of the most generous incentives to support private investment in the UK. The Seed Enterprise…
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The Venture Capital Trust scheme celebrates its 30th birthday
This year, the Venture Capital Trust (VCT) scheme is celebrating its 30th birthday. Over the past three decades, VCTs have played a crucial…
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Is the energy transition the next big opportunity for investors?
The global shift from fossil fuels to sustainable energy is one of the most significant economic transformations in recent history. The UK,…
IFA Talk Mortage and Property is the new addition to the IFA Talk podcast family, where we discuss the latest topics relevant to Mortgage and Property professionals.
