Exclusives
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Onshore Bonds: a growing opportunity amid tax reform
When Chancellor Rachel Reeves concluded her Autumn 2024 Budget speech, having announced changes to Capital Gains Tax (CGT) and plans to bring…
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Making protection part of everyday discussions
Discussing income protection can be uncomfortable, both for clients and advisers. Alan Waddington, Distribution Director at Cirencester Friendly, explores why the protection…
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How open data can help close the advice gap | Insight from Moneyhub’s Dan Scholey
Closing the UK’s advice gap remains one of the industry’s biggest challenges, with millions still unable to access affordable financial guidance. In…
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ISA season: six considerations for you and your clients
Every adviser knows ISA season. You don’t need reminding about allowances, deadlines or tax wrappers. That’s well-trodden ground. What’s arguably becoming more…
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Can the Draft Commonhold and Leasehold Reform Bill deliver on its objectives?
In the following exclusive for IFA Magazine’s Mortgage and Property Investment Magazine, Shabnam Ali-Khan, a partner at Russell-Cooke and a member of the Association of Leasehold…
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IHT advice demonstrates why later life lending is no longer a niche
In the following piece, Dave Harris, CEO of later life lender more2life, explores how rising Inheritance Tax (IHT) pressures are moving later…
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Beyond the tax break: why 2026 is the year of the Knowledge Intensive EIS
If 2025 taught us anything, it is that the “wait-and-see” approach to the UK venture market is officially over, says Jon Prescott,…
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Supporting female first-time buyers: how brokers can make a difference
This International Women’s Day, we shine a spotlight on the role mortgage brokers and lenders play in helping female first-time buyers navigate…
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Women, wealth, and an evolving advisory landscape
Emily Brand,Head of Family Law at Boodle Hatfield LLP, reflects on the evolving place of women in the HNW sphere. She highlights…
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The pipeline problem: Women in financial advice
Too many women end up in financial services by accident. I’m often asked, by new starters, clients, sometimes dinner guests, how I…
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