Exclusives
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Analysis | Patrick Murphy explains how and why cyber risk is becoming an important governance issue for IFAs
In this highly thought-provoking article, Patrick Murphy argues that cyber attacks are no longer simply an IT problem for advice firms but…
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2026: A pivotal year for VCTs
Jon Prescott, Partner at PXN Investments, explores why the April 2026 rule changes are reshaping adviser conversations on Venture Capital Trusts. From…
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Simplifying customer vulnerability without being simplistic | Insight from MorganAsh’ Andrew Gething
As the industry pushes for regulatory simplification, customer vulnerability risks being reduced to overly simplistic processes. Sharing his latest thinking with IFA…
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Insight | Origo’s Innes Miller explains the value of a ‘data lake’ and why more advisers are creating them
As advice firms place greater value on the power of their own data, many are exploring the benefits of building a ‘data…
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Simon Martin from Aviva provides a practical guide to making the most of pension contributions and tax relief before 5 April
As we move towards the end of the tax year, clients’ minds are often focused on ensuring tax allowances and exemptions are…
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How tax-efficient investing is being reshaped for 2026 and beyond
As tax-efficient investing moves into a new phase, advisers are being asked to navigate a far more complex mix of policy change,…
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VCTs in a higher-tax, lower-growth world
For decades, the financial adviser’s toolkit for high-net-worth clients relied on a familiar tripod: pensions for the long term, ISAs for flexibility,…
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Big cheers to the Baroness says IFGL’s Berridge | HoL backs amendment of Salary sacrifice cap increase to £5,000
Amid market turmoil and concerns about oil and gas prices, a small but welcome victory for pension savers has quietly passed under…
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Beat the clock: the two VCTs to buy before the tax relief axe
Investors wishing to invest in venture capital trusts (VCTs) before the end of the tax year may need to act swiftly. Several…
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Don’t leave it late: Smart ways to prepare for tax year end
As we approach tax year end, advisers will no doubt be working hard to make sure their clients have made the most…
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