We know that advisers want to see certain elements from the EIS funds they recommend: An outstanding track record over time Later stage investments, removing much of the start up risk Targeting exits within a 5 year period Now this is available to you and your clients...
Mark Bower-Easton, Business Development Manager, at Oxford Capital talks us through the risk levels, due diligence and investment strategy needed for positive investment returns. All EIS funds are high risk. Since the UK government restated eligibility criteria...
By Kevin Hollister, Actuary and Founder of Guiide The latest Work and Pensions committee report and the new Regulations requiring a stronger nudge to Pension Wise are giving one clear message. It is common knowledge that a large proportion of pension savers do not...
Market participants are letting their imaginations run wild about Fed tightening this year. But often, reality is better than what we imagine, says Invesco’s Global Market Strategist Kristina Hooper. Key takeaways Markets are worried about rate hikes: There’s so much...
As Chancellor Sunak prepares for his March Budget and the tax year-end looms, should advisers and paraplanners be bracing themselves for...
Practical tips from Faith Liversedge on the dos and don’ts of using stock photography to ensure your advice firm’s website maximises its...
How can you convert a partnership or limited company to a Limited Liability Partnership (LLP)? It may sound simple but it is an internal...
Has Covid-19 meant that the traditional ways of seeking diversification within an investment portfolio are outdated? 7IM’s Matthew Yeates...
How are you planning your financial advice business for greater success in 2021? 2020 has been a tough year for us all so Michelle Hoskin,...
In this series of articles, Paul Wilson takes a long hard look at how and when decisions have been made as the UK Government attempts to...
Having a sound client acquisition strategy in place is a key element in successful financial planning businesses. As you consider your...
This is the final article in IFA Magazine’s popular series looking at the detailed research which has been compiled by compliance...
We run the legal lens over the age old problems which often arise as a result of team moves. Employment law specialist Wedlake Bell LLP...
John Stopford, co-Portfolio Manager, Ninety One Diversified Income Fund. Before the pandemic the backdrop for markets and economies...
In the second of his three-part series on this important topic, Paul Wilson takes a long hard look at how and when decisions have been...
The Covid-19 pandemic has accelerated the adoption of internet-based healthcare services. Growing in importance, penetration and...
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
