Partner Insights
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Enter STEP’s Financial Advisor Team of the Year!
The STEP Private Client Awards are seen as the hallmark of quality within the private client industry. If your team or firm…
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Podcast #110: The growing appeal of insurance bonds, tax-efficient strategies and the fast-approaching TYE with Mark Devlin, M&G
In this episode of IFA Talk, Jenny and Sue are diving into the evolving financial landscape and what it means for advisers…
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Tax Efficient Investments Research | Annual Report 2025
Welcome to the Tax Efficient Investments Research Report 2025, the fourth and final instalment in IFA/GBI Magazine’s 2025 focused report series on the tax-efficient sector.…
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A new era for VCTs amid budget tax changes
Post-budget tax reforms and frozen allowances are reshaping investor sentiment, driving interest in Venture Capital Trusts. Offering tax-efficient planning opportunities, in the…
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The journey of a Venture Capital Trust and the Octopus Future Generations VCT
For professional advisers only. Not to be relied upon by retail clients. The journey of a Venture Capital Trust and the Octopus…
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The upside of change: Strategic Portfolios for the Energy Transition Mega-Trend
Blackfinch’s Dr Reuben Wilcock and Tim Wynn-Jones explain why they believe that energy transition is the next big opportunity for investors The…
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BR & AIM IHT Solutions Research | Annual Report 2025
Welcome to the BR & AIM IHT Solutions Research Report 2025, the third instalment in IFA/GBI Magazine’s 2025 focused report series on the tax-efficient sector. Upcoming changes to…
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Unlocking opportunities in later life lending
A Q&A with Arif Kara, Business Development Manager at Family Building Society, exploring some of the innovative ways in which advisers can…
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Why decumulation requires a different approach
Charles Stanley’s Tom Hawkins reflects on key findings from Alpha FMC’s recent report on decumulation which unveils diverse strategies for retirement income…
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University spinouts: A compelling EIS Investment opportunity in today’s market: by Moray Wright, CEO and John Pearson, CIO, Parkwalk Advisors
In this article, Parkwalk’s Chief Executive Officer, Moray Wright, and Chief Investment Officer John Pearson, explain why they think that the university…
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