Publications
Explore our latest publications such as our popular IFA Magazine and GBI Magazine, as well as a host of special supplements and annual reports.
Latest issue of IFA Magazine
IFAM 127 | Not if, but when | April 2024
Not if, but when… Spring finally seems to have arrived! Since our last edition, we have had the Spring Budget and the Bank of England (BoE) rate announcement to name but a few important landmarks. This has kept us, like all of you I am sure, quite busy over the last...
Latest issue of GBI Magazine
GBI 44 | Opportunity and risk | April 2024
Hello, and welcome to the third issue of GBI Magazine this year. Tax year-end is now firmly in our sights, as we bring you yet another magazine full of exclusive content and valuable insights from industry experts. We kick things off with the second part of our...
Mortgage & Property Magazine
Mortgage & Property Investment Magazine | Issue 6 | April 2024
As we come into spring after what has felt like months of cold and darkness, a busy few months lie ahead. Tax Year end paired with a potential summer property boom will see both us at Mortgage and Property Investment Magazine, and our readers, as busy as ever. A...
Other Reports and Special Supplements
Fixed Income Investments 2024: latest Annual Report is available NOW
We are delighted to announce that our inaugural report into Fixed Income investments is now available to readers. Researched and written by leading Compliance Consultant Tony Catt, this digital report focuses on global fixed income markets in 2024, bringing expert...
Tax Efficient Investments Sector Research | Annual Report 2024
IFA and GBI Magazine are delighted to present the Tax Efficient Investments Sector Research Report 2024. Following the success of our earlier reports, we have combined each of the schemes (EIS, SEIS, VCT and IHT/BPR/AIM) into this 300+ page report which we believe...
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 for this year. By some measures you could argue that Inheritance Tax (IHT) isn’t such a big deal. IHT receipts comprise...
Venture Capital Trusts (VCT) | Annual Report 2024
Welcome to the Venture Capital Trusts Annual Report 2024, the third in GBI Magazine's series of focused reports on the tax-efficient sector. The series will cover SEIS, EIS, VCTs and BR/IHT in four parts over the next few weeks and will be combined into our annual Tax...
Enterprise Investment Scheme (EIS) | Annual Report 2024
Welcome to the Enterprise Investment Scheme Annual Report 2024, the second in GBI Magazine's series of focused reports on the tax-efficient sector. The series will cover SEIS, EIS, VCTs and BR/IHT in four parts over the next few weeks and will be combined into our...
Using smoothed With Profits within financial planning solutions
In this series of four case studies Wesleyan looks at how using smoothed With Profits can help deliver effective financial planning solutions for your clients. They have introduced a modern version of With Profits to the smoothed fund market – a transparent life and...
Seed Enterprise Investment Scheme (SEIS) | Annual Report 2024
We are delighted to bring you the first part of our serialised annual report series, covering the essentials of investment in SEIS. The series will cover SEIS, EIS, VCTs and BR/IHT in four parts over the next few weeks, and will be combined into our annual Tax...
Managed Portfolio Services (MPS) | Annual Report 2023/24
We are delighted to announce that our comprehensive annual Managed Portfolio Services (MPS) report is now available for financial advisers. This report is the fourth in the series of reports revisiting the world of Managed Portfolio Services and looks to provide...
Sustainable Investment Research: Annual Report 2023 available now
We are delighted to present the latest in our IFA Annual Report Series, the Sustainable Investment Research Report 2023. This report provides a detailed look into the world of ESG Sustainable Investment with key information provided by leaders in the space such as...
About our publications
In addition to delivering all the latest news that matters to financial advisors, we publish 10 issues of our popular IFA Magazine each year, providing insight into the most important developments for you and your clients. In addition, GBI Magazine features the latest and most significant investment opportunities approved by the UK government. Discover these and a range of reports and special supplements below.
Most Popular this week
Defaqto reveals top 10 recommended MPS investments in Q1 2024
Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has identified the top 10 most recommended platf...
UK inflation down to 3.2% – but what does it mean for interest rates? Analysis from across the industry
This morning, the Office for National Statistics has reported the latest UK CPI inflation data, showing that prices rose by 3.2% during the...
Fixed Income Investments 2024: latest Annual Report is available NOW
We are delighted to announce that our inaugural report into Fixed Income investments is now available to readers. Researched and written by...
The three factors to watch at the Fed this week: PGIM Fixed Income
Ellen Gaske, lead economist for G10 economies at PGIM Fixed Income, highlights the three elements to watch at this week’s FOMC meeting. If t...
Pension Credit claims double as cost-of-living crisis squeezes retirement incomes
Tom Selby, head of retirement policy at AJ Bell, comments: “Pension Credit has historically been chronically underclaimed by those who are e...
Chancellor’s Budget announces new British ISA in addition to existing allowances: reaction
In his Budget speech, the Chancellor revealed plans for a new British ISA allowing extra £5k investment for new investment in UK assets on t...
Santander UK reduces selected fixed mortgage rates by up to 0.24% and launches new buy-to-let tracker products
Santander UK has today made reductions to selected fixed rates across its purchase, remortgage, and buy-to-let range. It is also launching a...
Britain’s first S/EIS investment fund backing biotech therapeutic and related AI opportunities
o2h Ventures has launched Britain's first S/EIS investment fund backing biotech therapeutic and related AI opportunities. The geograp...
Thursday newspaper round-up: Exporters, UK car industry, Phoenix Group
Britain's exporters have seen their overseas trade stagnate over the past year despite strong growth in domestic demand for their products a...
Study reveals that 55% of parents charge their adult children to live at home
Rising property prices and increased mortgage costs mean it’s harder than ever for people to get on the property ladder, and many young adul...