Exclusives
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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…
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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…
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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…
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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,…
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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…
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.
