Priscila Parente
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Flexible estate planning with Business Relief
By Octopus Investments For professional advisers and paraplanners only. Not suitable for retail investors. Estate planning is now a key consideration for…
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Can cash be an alternative option to Fixed Income?
Aside from fixed income securities, there are various cash portfolio providers in the financial industry offerings range of cash management solutions for…
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How does inflation affect Fixed Income?
With inflation around the world generally declining, and most economists believing that inflation has reached its peak for now, market watchers are…
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How secure is Fixed Income in 2024?
Global fixed income markets have seen significant movements and developments in recent times, influenced by various factors including global economic conditions, policy…
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Fixed Income investing in an uncertain world
In this Q&A we are joined by Alfred T. Murata, fund manager at PIMCO, to discuss where the biggest opportunities and challenges…
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Why Fixed Income matters
Global fixed income markets represent the largest subset of financial markets in terms of number of issuances and market capitalisation. Although they…
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Cash matters: why and how cash deposit platforms add value
When cash remains king, everyone wins. We assess how using Flagstone’s cash deposit platform can lead to greater value for your clients’…
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Merger & Acquisitions: an outlook for the IFA market
Here we bring you a summary of our most recent webinar, hosted by IFA Magazine’s Alex Sullivan, where he gathers expert insights…
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Is there a magic formula when buying or selling an advice business?
Wealth Holdings’ Acquisition Manager, Kayleigh Fox, has been talking to Brandon Russell about her career and the subtleties which enable effective exit…
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Investing in AIM shares within an ISA for IHT planning
Investing in Alternative Investment Market (AIM) listed shares in an ISA can make them fully tax efficient while forming part of a…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
