Exclusives
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The long game in patient capital and long-term investment strategy
As we sit firmly in ‘tax season’, it is an opportune time to pause for a few moments and reflect on how…
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AI is empowering advice teams by removing admin
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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What does AI really mean for brokers across the whole client journey?
How can AI genuinely enhance client relationships, streamline workflows, and support compliance in mortgage advisory? Bringing practical insight to that question, Karl…
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The elephant in the room; Jonathan Newell of BareRock Group asks, who’s paying for complaints against ARs?
Reforms to the Appointed Representatives regime are intended to strengthen consumer protection, but they also expose unresolved questions around accountability and redress.…
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The AI mortgage revolution: empowering advisers, not replacing them
For our AI ‘In Focus’ week across Mortgage and Property Investment Magazine, Matt Lowndes, Transformation Director, Customer Experience, for the Mortgage Advice…
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AI in estate agency: strengthening the foundations of every transaction
As artificial intelligence becomes embedded in day-to-day operations across the property sector, estate agents are assessing how it can be applied in…
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The reality of AI and Consumer Duty: Where to trust and where to tread carefully
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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20 years on and still standing! Steve Berridge, IFGL Pensions, remembers A Day and the impact of the 2004 Finance Act
On 6 April 2006, the pensions landscape was fundamentally reshaped. Two decades on, the framework introduced by the 2004 Finance Act continues…
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Driving mortgage innovation: harnessing AI without losing the human touch
As AI shifts from theory to day-to-day application, mortgage and property professionals are sharpening their focus on how it can be used…
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AI in protection: helping more people understand, trust and choose the cover they need
Justin Harper, Chief Marketing Officer at LifeSearch, offers a grounded perspective on what AI really means for protection today. Rather than hype or…

IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.









