Exclusives
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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…
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Liberation day ironies: Artemis’ Paras Anand highlights the strategic void behind Trump’s trade war
In his latest analysis for IFA Magazine, Paras Anand (pictured), CIO of Artemis, reflects on the deep ironies of “Liberation Day”—drawing a…
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What can the UK learn from the Balearic Islands’ abolition of IHT? Fascinating insight from legal expert, Ingrid McCleave
As the Balearic Islands scrapped IHT and still manages to post record tax revenues, financial advisers may wonder if the UK could…
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Luck plays a role in investing says Marlborough’s MacDonald – but process is what really matters
Although markets aren’t exactly favouring many investors right now, in more traditional market conditions, fortune often plays its part in investing. In…
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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…
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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…
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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…
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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.…
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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…
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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…
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