Featured
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Why tax-efficient investing is good for your clients – and your business
As clients look to maximise tax efficiency, there’s also a growth opportunity for advisers who look beyond ISAs and pensions Tax planning…
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Don’t get caught out, make protection a priority
Rich Horner, Head of Individual Protection at MetLife In what has been one of the most uncertain times of our generation, falling…
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Modern equity release has evolved along with its clients
The housing market has shown resilience during the pandemic and many over 55s will be considering the benefits of equity release for…
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Where will we find the next Uber?
EISA’s Director General, Mark Brownridge, is in optimistic mood as he argues why he believes it will be companies from within the…
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What are the key drivers in client acquisition?
Reputation and word of mouth still trump digital marketing for clients choosing which financial adviser they want to work with. That’s according…
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Brand new thinking: is your advice firm’s brand up to the mark?
Faith Liversedge suggests that sometimes it pays to think small as she highlights why paying attention to the detail – the tiny…
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Introducing… Xihelm, the agri-tech startup leading the UK with Oxford Capital
Xihelm – commercially harvesting vine tomatoes using robots Xihelm is an agri-tech start up, the first UK company to commercially harvest vine…
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P2P lending offers an attractive entry point into property investment
Having emerged only a decade ago, peer-to-peer (P2P) property lending has fast become a popular investment option for investors looking to get…
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4 ways for IFAs to ace self-marketing
Some are born great, some achieve greatness, and some would rather face years in lockdown than go around saying how great they…
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Effective IHT Planning using business relief
Blankstone Sington’s Inheritance Tax Portfolio provides an award winning approach to sheltering part of your client’s estate from IHT, with the potential…

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