Exclusives
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Rachel de Souza, RSM, talks about how to help clients to pass on wealth with purpose
Families are rethinking how, when and why they pass wealth on, not just because of tax headlines, but because priorities, relationships and…
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Budget 2025: why advisers should get ready for greater use of property wealth
Written by Dave Harris is CEO at later life lender, more2life As the Chancellor prepares to deliver her 2025 Budget later this…
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Trusts deserve a fresh look in estate planning, says Andy Zanelli, Aberdeen Adviser
Inheritance Tax (IHT) has become an increasingly pressing issue for families. Receipts have more than doubled over the past decade to £7.5…
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“Every client matters”: an exclusive Q&A with Hero in the Middle winner Kyle Fisk of Mojo Mortgages and Life’s Great Ltd
Following the success of L&G’s recent Hero in the Middle awards, IFA Magazine’s Social Media and Content Manager, Meg Bratley, sat down…
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DIY wills and AI: Why your clients should think twice
With AI-powered will-drafting tools on the rise, more clients are tempted to take a DIY approach—but the hidden legal and financial risks…
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Autumn Budget watch: is gifting a foreign property an option?
With the Autumn Budget fast approaching, uncertainty around potential changes to inheritance tax and lifetime gifting rules is rising. Rumoured caps or…
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Guest insight | MorganAsh’s Andrew Gething tells us why the reality of multiple vulnerabilities doesn’t add up
With nearly half of UK adults living with one or more characteristics of vulnerability, advisers are on the front line of identifying…
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The saver’s dilemma: how advisers can support confident spending for women
Women are increasingly both creators and inheritors of wealth, building assets and investments through their careers, while also set to inherit a…
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How brokers can boost landlord confidence in limited company BTL
The BTL landscape is evolving rapidly. With tighter regulation and shifting economic pressures, many landlords are rethinking how they structure their portfolios.…
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2025/26 Managed Portfolio Services (MPS) Insights
Welcome to our 2025/26 edition of Managed Portfolio Services (MPS) Insights – a refreshed and reimagined publication that we have developed with…
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