Partner Insights
-
Supporting clients’ health and wellbeing – Legal & General helps advisers support clients during turbulent times
In this online web series for IFA Magazine, Legal & General highlights 5 key ways they are helping advisers support clients during…
-
Enterprise Investment Schemes (EIS) | Annual Report 2023
Welcome to the ‘Enterprise Investment Scheme Report 2023’, the second in our series of focused reports on the tax efficient sector. The…
-
Improving client retention – Legal & General helps advisers support clients during turbulent times
In this online web series for IFA Magazine, Legal & General highlights 5 key ways they are helping advisers to support clients…
-
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…
-
How to plan for inheritance tax within an ISA wrapper
For professional advisers and paraplanners only. Not to be relied upon by retail investors. An older client has diligently invested in their…
-
HoxtonAi – The Company Revolutionising Occupancy Solutions
Tracking occupancy data is key to understanding customer behaviour, improving sales processes and informing key business metrics. HoxtonAi provides a low-cost, self-install solution…
-
MAF Core: A multi-asset solution for multiple client types
Shane O’Brien, Head of Multi-asset & Macro Investment Specialists at Aviva Investors, introduces five client types who may find MAF Core an…
-
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…
-
Seed Enterprise Investment Schemes (SEIS) | Annual Report 2023
We are delighted to bring you the first part of our serialised report series covering the essentials of investment in SEIS. The…
-
Preparing Portfolios for 2023: Consider the Strong Case for Bonds
At the tail end of a challenging year, we reflect on the evolving macroeconomic landscape, including potentially stabilizing inflation, and the opportunities…
IFA Talk Insurance and Protection is the new addition to the IFA Talk podcast family, where we discuss the latest topics relevant to Insurance and Protection professionals.
