Exclusives
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How and why writing life insurance in trust can save millions following IHT hikes – legal expert shares top planning tips
With massive changes to the IHT landscape, including the significant implications for farmers, Ingrid McCleave, Partner at Law firm, DMH Stallard, shares…
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2025 is poised to be another year of transformation and opportunity for the financial advice profession. Change isn’t just on the horizon;…
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The Exeter: The evolving role of income protection in financial planning
After years of steady growth, income protection is finally taking a more prominent place in advisers’ protection conversations — but there’s still…
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Guest insight | How AI is helping IFAs to create meaningful client relationships and boost compliance
AI tools can be a game-changer for IFAs and their teams, helping them streamline data handling, enhance client relationships and safeguard compliance…
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The strategic impact of paraplanners – moving beyond support roles
Paraplanners are now often seen as the backbone of financial advice firms, providing essential research, technical analysis, and report writing. But their…
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Clear communication for better outcomes: why IFAs must cut through financial jargon to support vulnerable customers
Millions of people in the UK struggle with complex financial language, leaving them at risk of costly mistakes and financial harm —…
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Shifting attitudes towards inheritance | Legal expert asks how should financial advisers respond?
With evolving family dynamics, unequal inheritances are becoming more common — and more contentious. In this insightful article, we’re grateful to Scott…
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Understanding the FCA’s priorities: Key insights for advisers
The financial advice sector is no stranger to regulation, but the Financial Conduct Authority (FCA) has made it clear that firms must…
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Gold fever: Why UK investors are betting big on bullion, according to The Royal Mint’s Stuart O’Reilly
It’s official: the UK has caught gold fever. The Royal Mint is experiencing an unprecedented surge in demand for gold bullion coins,…
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Four career lessons for women in finance | Marlborough’s Kelly Prior
In celebration of International Women’s Day, finance veteran, Kelly Prior (pictured), Investment Director at Marlborough, shares four powerful career lessons for women…
IFA Talk Insurance and Protection is the new addition to the IFA Talk podcast family, where we discuss the latest topics relevant to Insurance and Protection professionals.