Exclusives
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Tax efficient investing beyond the deadline
The 2026 tax season is almost here. Following the Budget changes announced in late November, this is likely to be an even…
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Transforming GI into a growth ecosystem for your mortgage business
As we move further into 2026, the UK housing market remains constrained by limited supply and ongoing affordability pressures, creating a more…
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Finding the right GEM companies for long-term growth
Stock selection has been the key factor in generating long-term returns for our global emerging markets (GEM) strategy. Over 80% of the…
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Why the IHT conversation must include protection
Ricky Butler, Head of New Business and Growth at LifeSearch, explores how advisers can navigate the UK’s largest intergenerational wealth transfer while addressing…
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Mortgage brokers are the anchor in a volatile market | Moneyfacts
Rising buy-to-let mortgage rates and a sharp drop in product choice, highlighted by Moneyfactscompare.co.uk, are creating a more complex and time-sensitive market for…
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Protection planning in an evolving IHT landscape: from mitigation to certainty
In the following article, Edward Durell of Cover Direct explores the evolving role of protection in inheritance tax planning, as more clients face…
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Quantios launches Agentic AI capabilities to transform corporate, trust, and fund services
Quantios today announced the launch of its first AI agent within its flagship platform, Quantios Core. Further agents are already in development…
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In Focus: mortgage resilience in a higher rate environment – shifting the advisory mindset
In this ‘In Focus‘ piece, Rob Lankey, National Sales Director, Afin Bank, explores the growing role of brokers in guiding clients through…
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In Focus: the rising impact of cancer and the case for stronger financial protection
For ‘In Focus‘, Russell Young, Commercial Director at Reframe Cancer, highlights the growing impact of cancer across the UK and what this…
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In Focus: when income stops, everything stops – building real financial resilience
‘In Focus‘ comes to a close today, but before it does, we hear from Justin Harper, Chief Marketing Officer at LifeSearch as…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
