Exclusives
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VCTs, innovation and the road ahead | Interview with VCTA Chair, Chris Lewis
As adviser interest in Venture Capital Trusts (VCTs) gathers pace once again, the conversation is shifting beyond tax relief toward innovation, regional…
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EIS and SEIS in focus: Renewed optimism amidst policy changes
In this exclusive interview with Tax-Efficient Investment (TEI) Magazine, Christiana Stewart-Lockhart, Director General of the EIS Association (EISA), joins us to share…
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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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Opinion | Portfolio Manager El-Araby on trimming exposure to precious metals
With recent strength in the prices of gold, silver and other precious metals, Adnan El-Araby, co-portfolio manager of Barings Emerging EMEA Opportunities…
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Divorce, pensions and navigating a 50+ year old Act in HNW cases
Richard Kershaw, partner at Hunters Law LLP, outlines how financial settlements on divorce rely on specialist input, with pensions often requiring Pensions…
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Tax planning and retirement income are top priorities for 2026 | Morningstar Wealth’s Steve Owen shares practical tips
With the end of the tax year looming and numerous changes from last November’s Autumn Budget coming into effect, tax planning and…
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How to ensure your digital transformation doesn’t fail
Hannah Buckle, head of UK sales at Dorsum, outlines how digital transformation in wealth management depends on clear goals and the right…
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Practical challenges – Navigating the FCA’s latest phase of Consumer Duty
Sarra Slegg, Business Development Support Manager at Sparrows Capital, outlines how the FCA’s latest Consumer Duty phase shifts the focus from delivering…
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It’s time for the financial planning profession to step up and engage with the next generation!
Within the financial planning profession, we are aware that we need to engage with the next generation. We have an ageing demographic…
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Transforming your advice business with technology | Rowan Whittington, Dynamic Planner
This is the first article in a brand new mini-series for IFA Magazine by Rowan Whittington, Chief Product Officer at Dynamic Planner.…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
