Featured
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Supporting clients in vulnerable circumstances
Edward Grant, Director, Technical Connection division at St. James’s Place responsible for professional development, takes a practical look at what steps financial planners…
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Capitalising on calmer waters
EISA’s Mark Brownridge gets his telescope out and looks at what might lie ahead for EIS and SEIS Whilst the Budget passed…
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How to get the most out of your introducers, today
As financial advice and planning businesses adapt to the demands of remote working, are there some golden nuggets which can be applied…
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Why financial advice is personal at The Openwork Partnership
Claire Oldstein, Chief Marketing Officer, The Openwork Partnership, reflects on the trials and tribulations of going through a major rebrand throughout the…
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Tax year-end planning considerations
With the end of the tax year in sight, Blackfinch’s Sarah Hendy reminds advisers of some of the key considerations to be…
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Should we prepare for the roaring twenties?
Despite the ongoing impact of the Covid pandemic, EISA’s Mark Brownridge is in an optimistic mood as he shines a practical light…
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‘Releasing The Handbrake’: an EIS webinar preparing for the post-lockdown spending boom
Nexus Investments are delighted to bring you an exclusive webinar “Releasing The Handbrake: How your clients can benefit from the impending boom in spending habits after…
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Minimum Tax. Maximum Returns. Should you be looking at this Investment Manager for your clients?
In an exclusive interview, IFA Magazine recently spoke to Dr. Reuben Wilcock, head of ventures at Blackfinch. We found out how the company operates…
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The Nexus Appeal
Matthew O’Kane, Managing Director of the specialist Nexus Investments’ EIS Scale-Up Fund, uses a case study approach to highlight the Nexus appeal…
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Drivers and developments in sustainable multi-asset investing
Maria Municchi, fund manager, M&G Investments’ Sustainable Multi-Asset Fund Range, discusses how a multi-asset approach to sustainable investing can support advisers with…
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