Exclusives
-
Beyond the lump sum: putting the pay cheque front and centre in protection discussions
Data shows clients remain more receptive to critical illness cover than income protection. Phil Nash, Chief Sales Officer at Shepherds Friendly, explores…
-
How is AI delivering measurable impact across the mortgage and property sector? voices from the market
In a market defined by tight turnaround times, complex documentation and heightened regulatory scrutiny, the mortgage and property sector is under constant…
-
Where is AI delivering real value in insurance and protection? Industry experts share their verdict
As AI tools become more embedded within financial services, moving from strategic ambition to operational reality, the insurance and protection sector is…
-
Salary versus Dividend: HW Fisher share technical considerations for year-end planning
As we approach the end of the tax year, many adviser-client conversations turn to profit extraction strategies for owner-managed businesses. Neil Maslen,…
-
Why we need to move beyond the ‘is AI a threat’ debate and start planning for the future | Opinion from Karen Barrett, Unbiased
Throughout the week in our In Focus series, we’ll be looking at how financial advice firms are using, and can use, artificial…
-
Why 2026 is the time to focus on the client relationship | Guest insight from Hoxton Wealth CEO, Chris Ball
Financial advisers need to focus on the client relationship in 2026 whilst not turning their backs on the benefits of AI, says…
-
The future of insurance and protection: implementing AI with confidence
Throughout this week, we’ll be running an ‘In Focus’ series revolving around AI in the insurance and protection space, we’ll be exploring…
-
Trusts in focus: Why advisers are rethinking estate planning ahead of the 2026 IHT changes
With significant inheritance tax (IHT) changes on the horizon and growing client interest in estate planning, trusts are firmly back in the…
-
A tax year end toolkit: navigating business and agricultural relief changes after the Autumn Budgets
Harry Morrison, Investment Analyst & Panel Consultant at MICAP from Defaqto has provided a tax-year end toolkit, withthe past 18 to 24…
-
Downing’s Nick Priest takes a big-picture look at IHT planning opportunities and why advisers must rethink ‘pension first’ strategies
Sweeping IHT changes have redrawn the financial planning map for advisers. As Nick Priest, Head of Strategic Partnerships at Downing, explains why,…
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.
