Partner Insights
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Fit for the future
Jeffrey Faustin, Chief Investment Officer at Jenson Funding Partners, discussed with GBI Magazine how his team are utilising various methods of diversification…
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Fulfilling your business goals in 2023
Many advisers will be thinking that 2023 is the time for them to consider exit strategies. But what might doing that actually…
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Choppy waters: overcoming investor anxiety
As 2023 gets underway and we look to the future, these are nervous times for many advisers’ clients. With little relief from…
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Three strategies to deal with market volatility
Several major global events – including most recently the coronavirus pandemic and the Russia/Ukraine situation – have prompted investors to flee financial…
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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…
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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…
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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…
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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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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…
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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…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
