Partner Insights
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Estate planning is the big opportunity of 2023
Estate planning is something too many families put off. But recent events have made inheritance tax and providing for loved ones a…
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Why is now the perfect time to use Flagstone’s cash deposit platform?
In a three-part series with IFA Magazine, Flagstone‘s Head of Relationships and Business Development, Claire Jones explores how using Flagstone can help advisers…
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Where next for Fixed Income?
M&G Public Fixed Income Team A better starting point for bonds in 2023 Bond markets experienced one of their sharpest sell-offs on…
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How might the major asset classes unfold in 2023?
We bring you edited highlights of IFA Magazine’s insightful live webinar with Brooks Macdonald which took place earlier this month – and…
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Is MBO the way to go for IFAs?
Wealth Holdings are specialists focusing on mergers and acquisitions, succession planning and post-deal integration in wealth management and financial services businesses. In…
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How Flagstone benefits advisers – and their clients
In a three-part series with IFA Magazine, Flagstone‘s Head of Relationships and Business Development, Claire Jones, explores how using Flagstone can help advisers…
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Understanding SEIS: IFA Magazine’s survey conducted with Nova Growth Capital
A detailed look at the results of the IFA/GBI Magazine survey of our readers conducted for Nova Growth Capital. A recent IFA…
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Building a business exit strategy
Sarah Wakefield, Business Development Manager at Oxford Capital uses a case study to highlight the importance of strategic planning to maximise EIS…
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Octopus Future Generations VCT – a quick-start guide
For professional advisers and paraplanners only. Not to be relied upon by retail investors. Venture Capital Trusts (VCTs) have become a valuable…
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Why Vanguard LifeStrategy model portfolios mean more value to advisers
Neil Cowell, Head of UK Intermediary Distribution, Vanguard UK At Vanguard, we see our role as helping to make sure financial advisers…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
