Exclusives
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Future-proofing client estate plans with Business Relief
Last month, we welcomed PXN Group’s Caroline Flagg, Deputy Managing Director of the PXN Investments retail business, onto a Tax-Efficient Investment (TEI)…
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The tax-efficient investment implications of Starmer out, Burnham in
Last week, Sir Keir Starmer announced his resignation as Labour Leader and Prime Minister. Andy Burnham is now the clear frontrunner to…
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Navigating the noise: how financial services firms can get ahead of the Cyber Security and Resilience Bill
The Cyber Security and Resilience Bill is steadily moving through Parliament, but for many financial advice and wealth management firms it has…
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Pensions undersaving highlights the need for uncomfortable conversations
The UK is “sleepwalking towards real pension problems,” according to the Pensions Commission, which warns that millions remain on course to undersave…
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New Weatherbys guide helps answer the question: “Should I pay off my child’s student loan?”
With the Treasury Committee’s inquiry into student loans underway, many parents and grandparents of graduates – particularly those on Plan 2 loan…
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The broken 2014 lending rule holding back the 2026 housing market
The tension between lending policy intent and market reality is becoming increasingly difficult to ignore. In the following exclusive for Mortgage and…
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Portfolio construction in a shifting rate environment
The fixed income landscape has undergone a significant repricing in 2026. James Flintoft, head of investment solutions at AJ Bell, explored how…
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The divorce sandwich: the legal implications of divorce for the sandwich generation
With many divorcing couples facing the competing financial demands of children, ageing parents and retirement planning, advisers are increasingly supporting clients caught…
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Flexibility and balance are key to withdrawal rate success for UK retirees
Helping retired clients determine how much they can reasonably spend from their portfolios is one of the knottiest problems that financial advisers…
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For clients approaching retirement, there’s risk in relying only on MPS
Joe Simpson, director of investment management at Walker Crips Investment Management, examines the challenge facing clients approaching retirement, when the timing of…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
