Exclusives
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Why pre-underwriting certainty is a myth – and what to do instead
The true value of advice is often revealed in the most complex and challenging client situations, particularly when health or lifestyle factors…
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End of tax year planning: key actions advisers should prioritise before the 5th of April
In the following exclusive for IFA Magazine, Isabelle Smith, Tax Manager at Azets, shares key considerations for advisors to raise with their clients…
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Britain’s two-tier pension system; do we need a conversation about DB pensions and IHT, asks IFGL’s Steve Berridge?
As pension policy shifts continue to favour defined benefit schemes, IFGL’s Steve Berridge questions whether the UK’s increasingly divided retirement system is…
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The annual review is dead: Fundment CEO says responsive advice is the new standard
The FCA’s proposal to remove the mandatory annual suitability review doesn’t mean more meetings. It means smarter architecture, writes Fundment CEO, Ola…
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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…
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.
