Exclusives
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(S)EIS and VCTs: What investors and advisers should consider ahead of Tax Year End, according to the experts
With significant tax changes on the horizon, advisers and investors are reassessing the role of tax-efficient investments in portfolio and estate planning. …
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The FCA’s Consolidation Review: What have we learnt?
The Financial Conduct Authority’s Consolidation Review has sparked significant debate across the advice sector. But beyond the headlines, what practical lessons can…
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How to rebuild faith in an unpredictable pensions system | Insight from Nucleus’ Andrew Tully
By Andrew Tully, Technical Services Director, Nucleus Confidence is the cornerstone of long-term retirement planning, yet for many UK savers, that confidence…
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A growing opportunity: Assessing adviser sentiment on tax-efficient investments
Tax-Efficient Investment (TEI) Magazine’s recent reader survey[i], in conjunction with the Tax-Efficient Investment Insights report, reveals plenty of room for optimism when…
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How advice firms can use AI safely in research, reporting & client communications
Throughout the week in our In Focus series, we’ll be looking at how financial advice firms are using, and can use, artificial intelligence (AI)…
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Financing and families: Legal Principles and Lessons from the Barclay Case | Charles Russell Speechlys
Tamasin Perkins, Partner at Charles Russell Speechlys, explores the legal and practical lessons arising from the Barclay family dispute, highlighting the risks…
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Dan Kemp: why the urge to act can be the costliest move in a market crisis
In times of extreme geopolitical uncertainty such as we’re seeing right now, investment decisions aren’t always made rationally. In this timely reminder,…
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Why good advice isn’t about better answers, it’s about wiser behaviour
Financial advice focuses on getting to the right answers. The right portfolio. The right level of risk. The right long-term plan. But…
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12 practical steps to help your clients prepare for the 2027 IHT changes
Aegon’s Elain Cruickshank shares practical tips to help advisers better support client needs given the changes, especially to pensions, that lie ahead.…
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How can adviser intelligence on SMEs drive better protection and wellbeing solutions?
Athos Rushovich, Director of Specialist Health Distribution at Vitality, explains that mental health and wellbeing aren’t just personal issues; they directly affect productivity,…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
