Exclusives
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Mind the advice gap – is technology the answer? Laura Cornely of Count Finance thinks so…
Almost 90% of adults in the UK don’t have access to financial advice, according to the FCA’s latest financial lives survey.[i] That’s…
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How AI is transforming the financial adviser’s role
Artificial intelligence (AI) is rapidly reshaping the financial advice industry, helping firms boost efficiency, enhance client service and streamline operations. Matt Duncan,…
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Five futureproof reasons to invest in sustainability
The Autumn Budget tomorrow has been putting many businesses on edge, with concerns over the changes that could impact their financial resilience.…
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Budget preview: Franklin Templeton’s Browne assesses the high-stakes choices facing Reeves and the markets
In this exclusive UK Budget preview for IFA Magazine, Michael Browne, Global Investment Strategist at the Franklin Templeton Institute, examines why Chancellor…
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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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