Exclusives
-
Cutting through the complexity of protection products | The Exeter
In an increasingly complex protection market, advisers are being asked to navigate a growing range of product features while still delivering clear,…
-
VCTs: What to look out for in 2026
VCTs are set to remain a firm fixture in financial planning, even with the changes to the tax treatment from April, which…
-
IHT planning across generations: why protection should be part of the conversation
As inheritance tax increasingly affects a broader range of families, ensuring wealth passes efficiently between generations has become a central focus for…
-
Protection’s evolving role in estate planning and intergenerational wealth transfer
As inheritance tax becomes an increasingly pressing issue for a broader range of clients, protection is moving firmly into the spotlight as…
-
Rethinking annual reviews: the hidden constraint in UK advice firms
Brian McLaughlin, Co-Founder of Pillar Client Services, examines how annual reviews, long considered a cornerstone of client relationships, have become an overlooked…
-
Managing high-cost claims: how stop loss is protecting employer healthcare schemes
Medical inflation continues to outpace general CPI, placing increasing pressure on employer-funded healthcare schemes. While some forecasts suggest a moderation in 2026,…
-
AI in protection: from efficiency play to growth engine
As artificial intelligence rapidly shifts from theory to real-world application, its impact on financial services is becoming impossible to ignore, and the…
-
Analysis | The ghost in the machine: Portfolio Thinking’s Dan Kemp on what stagflation really means for your clients’ portfolios
In this timely analysis for IFA Magazine, Dan Kemp, Founder of Portfolio Thinking, examines the renewed spectre of stagflation and what it…
-
FCA takes action against offshore cryptoasset firm for illegal financial promotions | Analysis from Burges Salmon LLP
In a landmark move, the Financial Conduct Authority has launched its first enforcement action against an offshore cryptoasset exchange for breaching the…
-
Maven’s Ewan MacKinnon on VCT demand, tax relief changes and investor strategy
In an exclusive interview with Tax-Efficient Investment (TEI) Magazine, Ewan MacKinnon, Managing Partner at Maven looks ahead to the start of a new…
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.
