Exclusives
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Why lifetime mortgages are becoming a critical IHT planning tool
Written by Dave Harris, CEO at later life lender, more2life Inheritance Tax (IHT) continues to prove a useful levy for the Treasury.…
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Neutral positioning seems prudent amid rebounding sentiment
Written by Philipp Bärtschi, chief investment officer at J. Safra Sarasin Sustainable Asset Management US economy still strong — but for how…
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The cost of indecision: when waiting for reform becomes a liability
Written by Mark Wilson, member of ALEP (Association of Leasehold Enfranchisement Practitioners) Many leaseholders today find themselves sitting on a financial time…
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5 challenges advisers face in first client meetings (and how to overcome them) by Melissa Kidd
Melissa Kidd is Director of Motem Ltd and has done some fascinating research into the challenges which advisers report having in conducting…
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Guest Insight | Time to regulate? JB Beckett asks is it time to reset the clock?
We’ve been here before but this time we’re older and apparently none the wiser about regulatory matters. In this, his latest blog…
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Re-thinking multi-asset portfolios – insight from Brooks Macdonald
As market dynamics shift in response to renewed inflation concerns, elevated US valuations, and a changing geopolitical landscape, multi-asset investors must rethink…
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Marlborough’s Nathan Sweeney highlights six key multi-asset considerations for today’s age of uncertainty
As macroeconomic uncertainty reshapes the investment landscape, traditional portfolio models are under strain. Nathan Sweeney, CIO of multi-asset at Marlborough, highlights six…
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IFA Magazine reader survey: what are advisers really thinking – and doing – about using multi-asset funds in 2025?
As readers will no doubt testify, multi-asset funds have long held their place in the investment toolbox for financial advisers and their…
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Government pushes ahead with pension IHT reforms
Written by Steve Berridge, IFGL Pensions Technical Services Manager On Monday, the Government announced that it was pushing ahead with its plan…
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Legal expert assesses the implications of draft legislation on APR and BPR and what it means for your clients
The Government’s long-awaited draft legislation on Agricultural Property Relief (APR) and Business Property Relief (BPR) confirms a seismic shift in how succession…
IFA Talk Mortage and Property is the new addition to the IFA Talk podcast family, where we discuss the latest topics relevant to Mortgage and Property professionals.
