Exclusives
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What IFAs Need to Know About the Enterprise Investment Scheme
The Enterprise Investment Scheme (EIS) celebrated its 30th anniversary last year, having facilitated over £34 billion in private investment across more than…
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The Psychology of Retirement: Scottish Widows’ Susan Hope explores how advisers can help clients make the switch to decumulation
Retirement isn’t just a financial shift – it’s a psychological one. Susan Hope (pictured), Business Development Director at Scottish Widows, explores how…
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Cutting through the complexity of protection products
In a crowded and often complex protection market, advisers are dealing with an overwhelming number of product features and options. Jack Southcott,…
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No-fault divorce third anniversary – but is it a happy celebration?
Written by Emily Brand, Partner, Arbitrator and Head of the family team, and Alexandra Hirst, Senior Associate, at Boodle Hatfield LLP There…
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Guest insight | Sparrows Capital’s Millington on why the fixation on fixed fees in financial services should end
A debate around whether advisers should charge fixed fees is re-emerging but, warns Arnie Millington, Head of Business Development at Sparrows Capital,…
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Fixing the letter of authority process with consistency and collaboration – FLAG and Criterion lead the way
The letter of authority (LOA) process has been a long-standing source of frustration in financial services, and despite efforts to streamline it,…
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Adviser insight: Truly Independent’s Katie Brinsden highlights eight reasons why advisers should embrace innovation
Innovation is no longer a luxury for financial advice firms – it’s a strategic necessity. Katie Brinsden (pictured), Managing Director at the…
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Behavioural finance can enhance personalised client advice, says Oxford Risk’s Dr Greg B Davies
If you’ve ever felt that traditional client segmentation just doesn’t quite cut it, you’re not alone. And if you’re anything like us,…
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Estate planning with Family Investment Companies – controlled wealth transfer
As we approach the ‘Great Wealth Transfer’—the largest generational wealth transfer in history—and navigate an increasingly complex tax landscape, estate planning has…
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Is now the right time to reconsider UK equities?
Written by Joanne Benson, Head of Investments at Copia Capital Given the uncertainty and fast-moving developments in global markets, navigating the current…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
