Exclusives
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The importance of cancer navigation: what advisers need to know in 2026
In the following exclusive, Mark Stephenson, CEO of Reframe Cancer, explores why navigating the cancer journey is just as important as treatment itself.…
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Give to gain: why mentorship and sponsorship remain central to women’s progress across the financial services profession
As the financial services sector prepares to mark International Women’s Day, industry leaders are highlighting the role mentorship, sponsorship and workplace culture…
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BR, IHT and more: What investors and advisers should consider ahead of Tax Year End, according to the experts
Following on from our look into the future of S(EIS) and VCTs ahead of the new tax year, we also asked experts…
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Five keys to women succeeding in the advice industry
In celebration of International Women’s Day on March 8th, Truly Independent’s Katie Brinsden explores some of the reasons for women’s success in…
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Why women clients’ dissatisfaction is a stark reminder of the value of diversity of thought
As part of our focus on women and finance in celebration of International Women’s Day on Sunday, Linda Johnstone, Head of Investment…
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AI in financial advice: building smarter workflows around trusted data
Jodie Gallagher, Head of UK IFA Products at FE fundinfo, looks at how AI is being used to strengthen the operational backbone…
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Gas, guns, and gold – and volatility
Conflict in the Middle East has once again unsettled global markets. Renewed hostilities have rippled through UK and international stocks, while commodity…
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VCT tax relief to reduce to 20% from next tax year: should investors double down now?
Alex Davies, founder and CEO of Wealth Club, examines the implications of the Budget’s surprise cut to VCT tax relief and asks…
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What advisers should focus on: Pensions and Inheritance Tax (IHT) from April 2027
Despite the Government making concessions on a whole host of policies, it is now becoming increasingly clear that IHT on pension funds…
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Guiding first-time buyers through leasehold reform risks
The most significant overhaul of leasehold property law in a generation has arrived – in part. For IFAs and mortgage advisers working…
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.
