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
Amendment to Leasehold and Freehold Reform Bill to ‘water down’ ground rents proposals
Significant potential changes to the Leasehold and Freehold Reform Bill were reported over the weekend, which will effectively ‘water down’...
Is ESG investing dead? No, this is ‘just the beginning’ says SimplyBiz’ Wiesner
Is ESG investing dead? No, this is ‘just the beginning’ says SimplyBiz’ Wiesner Today, as we celebrate World Earth Day, Fabian Wiesner, Head...
How wealth managers should handle FCA’s new Consumer Duty
Written by Rachael Rowe, RVP for Financial Services at Seismic How wealth managers should handle FCA’s new Consumer Duty Rachael Rowe, RVP f...
Perenna’s flexible long-term fixed rate mortgages now starting at 4.99%
Perenna reduces pricing on its flexible long-term fixed rate mortgage range by up to 50bps, and has extended its range of terms, now includi...
Data reveals the average cost to raise a child in 2023 reaches almost £200,000
Analysing expenditure on necessities and luxuries, a new study by Shepherds Friendly has revealed how much it could be costing par...
‘No chance’ that Government will hold the line if it rejects WASPI pension compensations says Steve Webb, LCP
Today’s report from the Parliamentary Ombudsman recommends that Parliament comes up with a redress scheme for women who were not properly in...
How important is the G in ESG? Latest sustainable investment analysis from Robeco
As the world celebrates Earth Day today, Robeco have reminded us that governance can seem neglected compared with the E and S in ESG, althou...
Davion enters into agreement with The Bank of New York Mellon for ADR programme and $30 million IPO fundraise
Business and Development, Investments
Davion Healthcare Plc, a leading medical device manufacturer, is proud to announce that is has entered into an agreement with The Bank of Ne...
EPIC brings AIM IHT portfolio to IFA market
EPIC Investment Partners (“EPIC”) has announced that the EPIC MPS AIM IHT Portfolio (the “Portfolio”) is now available to the IFA market thr...
Dudley Building Society reduces mortgage rates by up to 0.35%
Dudley Building Society has reduced rates on a selection of its fixed and discounted rate Expat and Self-Build mortgages. Two-year fixed ex...