Exclusives
-
Teachers’ pension valuation delays: legal expert explains how advisers can help divorcing clients navigate the backlog
Hundreds of teachers have faced life-altering delays in divorce proceedings due to long wait times for pension valuations. With legal action now…
-
Family Investment Companies come of age! ~ David Batchelor, Wills & Trusts Partnership Ltd, shares an often overlooked estate and IHT solution
The October Budget turned Inheritance Tax (IHT) on its head. Any client that had an IHT liability probably had it increased significantly…
-
Why PMI should be part of an adviser’s toolkit
Written by Ahmed Bawa, CEO of Rosemount Financial Solutions (IFA) In today’s financial advice landscape, it’s becoming essential for advisers to deliver…
-
Steady hands and clear plans to support clients through financial planning shifts
Whether it’s inheritance tax reform creeping closer, pensions losing their once-sacred place outside the estate, or market ups and downs making clients…
-
Preparing for September’s ‘Failure to Prevent Fraud’ offence
Written by Laurent Sarrat, co-founder and CEO of fraud detection and prevention company, Sis ID A wave of international payment regulations is…
-
Should you bet on a unique tree or a ‘forest’ of stocks? Vanguard’s Lewis highlights lessons of diversification
Wealth creation in equity markets is driven by a tiny fraction of stocks—so small, in fact, that missing just a handful could…
-
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…
-
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…
-
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…
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.