Exclusives
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Income Protection Action Week: what are industry professionals really seeing, and saying?
As Income Protection Action Week continues, the conversation around financial resilience is more relevant than ever. Amid rising costs, economic uncertainty, and increased awareness…
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Budgets, taxes and portfolios: what advisers should keep in mind – Aubrey Capital Management
Written by Anna Macdonald, CFA, Investment Manager, Aubrey Capital Management The UK’s next budget will not be delivered until 26 November, the…
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Calling for a radical rethink: why Britain needs bold action on debt and inequality | David Macdonald, Path Financial
David Macdonald, expert financial planner at Path Financial, examines the fiscal crossroads facing Rachel Reeves. With mounting debt, rising pensions costs, and…
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How the failure to prevent fraud offence brings fresh compliance risk to the UK’s financial advice | Ted Datta, Moody’s
In this piece from Moody’s, Ted explains how the UK’s new Failure to Prevent Fraud (FTPF) law extends liability to advisers, planners,…
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Income Protection Action Week: why affordable income protection is vital amid rising accident-related disabilities
As Income Protection Action Week reaches its second day, National Friendly highlights the growing concerns among clients about the financial fallout from…
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Inheritance Tax and Pensions: a gear change for financial planning?
From April 2027, pensions will fall into the IHT regime in one of the biggest estate planning shifts in years. Harriet Betteridge,…
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Advising UHNW clients on life insurance & estate liquidity
Written by Jacob Fay, Associate at John Lamb Hill Oldridge Advisors working with high-net-worth and ultra-high-net-worth clients in the UK are operating…
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Income Protection Action Week: making protection a priority, not an afterthought
As we observe Income Protection Action Week, held by the Income Protection Task Force it’s a timely reminder of a crucial yet…
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Five tips for property investors juggling multiple incomes, by a tax expert
Many property investors and landlords are balancing invoices and incomes from multiple sources. While this can mean greater financial security and freedom,…
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Weight-loss drugs: a breakthrough the protection industry can’t ignore
With 1.5m Britons now using injections to lose weight and a further NHS rollout on the cards, we must consider their potential…
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.
