Jenny Hunter
-
Ten years on from pension freedoms: what have we learned? Fidelity digs into the data…
It feels like a lifetime ago now, but April 2015 marked a truly seismic shift in the retirement planning landscape. Pension freedoms…
-
Making sense of the model portfolio maze – with Sam Buckingham at Buckingham Research
For financial advisers, the landscape of investment propositions has never been more complex. With regulation ramping up and client expectations evolving, many…
-
Agricultural Property Relief: Strategic Planning for Financial Advisers and Wealth Managers from Chris Walklett, Bishop Fleming
Agricultural Property Relief (APR) has long been a cornerstone of the UK’s inheritance tax (IHT) framework, providing significant relief for those involved…
-
The Price of Freedom? While most value Pensions Freedoms, many worry about their long-term financial security according to Standard Life
As the ten-year anniversary of the introduction of Pension Freedoms approaches, new research from Standard Life, part of Phoenix Group, finds that while…
-
Chartering new paths – expanding the career potential of paraplanners
When we talk about careers in financial planning, paraplanners don’t always get the spotlight. For all the value they bring, paraplanners have…
-
Tax year 25/26: What advisers should shine a light on with clients…
We brought you pre-end-of-tax year advice, and now it’s time to look forward past the 6th of April and toward new planning…
-
Global Markets, Sentiment Shifts, and Smarter Investing – with Charles Younes, FE fundinfo
In a world where markets seem to pivot on headlines and political rhetoric, staying ahead of the curve is no easy feat.…
-
Why holding too much cash could be costing more than you think, according to AJ Bell’s Laura Suter
Cash savings feel safe. That’s the main reason so many people default to them, even when history shows that investing provides significantly…
-
AI show down: Is ChatGPT or Copilot the better adviser’s assistant?
AI is rapidly transforming financial services, with tools like ChatGPT and Copilot promising to streamline processes, improve insights, and enhance efficiency. But…
-
Quilter appoints Cat McInally to further strengthen technical support for advisers
Quilter, the adviser platform, has further strengthened its specialist technical team through the appointment of Cat McInally as a tax and trust…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
