Partner Insights
-
Catch up on the webinar recording: Merger & Acquisitions (M&A) – an Outlook for the IFA market.
This is a must-watch in-depth discussion about how an IFA can sell, purchase, or retire from their business, where you will learn…
-
The current state of ESG funds amidst a dip in popularity, according to Jenson’s Sarah Barber
In the first two parts of this exclusive interview series with GBI Magazine (click here to read the second part), Jenson Funding…
-
A decade of Haatch and the truth behind EIS investment
Haatch’s fund targets the fastest-growing B2B SaaS (Software-as-a-Service) businesses which offer problem-solving solutions. Haatch targets 4-6 companies, focusing on those which use…
-
More Than Money: Considerations when selecting an Investment Manager
Clients considering investing in a portfolio of EIS-qualifying companies, managed by a specialist provider, are often daunted by the abundance of offerings…
-
Markets in action: learning from the past, planning for the future
Catch up on our recent webinar, in association with Legal and General Investment Management (LGIM). Andrzej Pioch, Fund Manager at LGIM was…
-
Fixed income: the importance of asset allocation
In this analysis, Chris Ainscough, Director of Asset Management, Charles Stanley, walks us through the four main levers for fixed income investing…
-
Inheritance Tax Solutions including Business Property Relief and AIM Investment (IHT/BPR/AIM)| Annual Report 2024
Welcome to the Inheritance Tax Solutions (IHT/BPR/AIM) Research Report 2024, the fourth in our series of focused reports on the tax-efficient sector…
-
Building for the future: a Q&A with Succession Wealth’s Daniel Jones
Daniel Jones, Head of Mergers and Acquisitions at Succession Wealth, has been discussing with Brandon Russell how his team views the 2024…
-
Investing with Haatch’s EIS Fund
With the tax year end firmly in our sights, Haatch has once again highlighted the strength of their EIS Fund, which closes…
-
Now you can invest to stop climate change, profitably
Over the past decade, Green Angel Ventures has been leading the way in investment in climate solutions. But what does investment in…
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.
