Exclusives
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I’m a clinical expert: Here are eight ways to help your client if you suspect cognitive decline
Written by Beth Yolland-Jones, Clinical Lead at duty of care assessment company Comentis There are three recognised states of cognitive decline; normal…
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The FCA’s five-year vision: an opportunity for firms to reimagine regulation, according to Bernadine Reese, Protiviti
Let’s be honest—when someone says “regulation”, many people in the industry can disengage. But for Bernadine Reese, Managing Director of the Risk…
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Government’s consultation on agricultural and business property reforms: how will this affect inheritance tax?
On 7 April 2025, the Department for Environment, Food & Rural Affairs (‘DEFRA’) published its Farming Profitability Review, adding further dialogue to…
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Highlights of our April IFA Talk podcast guests and topics
After a whirlwind March – both in and out of the IFA Talk studio – we’ve turned the page on another tax…
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How advisers can help clients understand and overcome investor anxiety | Guest insight from Novia Global’s Linda Johnstone
In highly uncertain investment markets like those we’re experiencing right now, client fear can often override logic – but advisers have a…
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Why financial advice is failing under-represented groups – and how we can fix it | Guest insight from Truly Independent’s Cara Robinson
Too many people still regard financial advice as a luxury, not a necessity — and the result is a profession that’s underserving…
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AI—Parnassus Investments’ Todd Ahlsten asks where are we now?
Sharing his latest analysis into AI from an investor’s perspective, Todd Ahlsten, Chief Investment Officer, Parnassus Investments and Portfolio Manager, ABN AMRO…
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How advisers enhance value in a changing protection landscape
Written by Mike Pritchard, Programme Manager (Distribution Quality Management), Retail Protection, L&G As many people face up to high living costs, balancing…
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Stress doesn’t always look like stress: former adviser James Woodfall shares this deeply personal reflection
In high-performance professions like financial planning, stress rarely shows up as drama or breakdowns—it hides in plain sight. In this compelling blog…
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Preparing for the 2026 tax shift : succession planning insights for family businesses from legal expert
As sweeping changes to inheritance tax and business relief loom, succession planning has never been more critical. Stephanie Parish, Partner in Private…
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