IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
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Panic at the Budget, is tax-free cash at risk?
As Budget speculation swirls once again, rumours of a cap on the 25% tax-free lump sum have sparked concern among pensio…
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M&PI Podcast #19: Supporting clients with complex mortgage needs, with Hinckley & Rugby for Intermediaries’ Laura Sneddon
Mortgage and Property, Podcasts
Now live: The latest Mortgage & Property Investment special edition of IFA Talk explores how advisers can best suppo…
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Income Protection Action Week: why affordable income protection is vital amid rising accident-related disabilities
Exclusives, Insurance and Protection
As Income Protection Action Week reaches its second day, National Friendly highlights the growing concerns among clients…
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Royal London announces £61m BPA transaction with the Stora Enso UK Group Pension Scheme
Royal London, the UK’s largest mutual life, pensions and investment provider, has completed a bulk purchase annuity (BPA…
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Podcast #141: What do advisers and paraplanners want and need from retirement planning? With Morningstar Wealth’s Steve Coleman and Steve Owen
Retirement income planning has always been front and centre for advisers and paraplanners – and it’s evolving fast. In t…
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Use of regulated advice by pension dippers is heading lower, latest FCA data reveals
Fewer people are taking regulated advice before accessing their pensions, with only 31% doing so in 2024-25. Just Group…
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Five tips for property investors juggling multiple incomes, by a tax expert
Exclusives, Mortgage and Property
Many property investors and landlords are balancing invoices and incomes from multiple sources. While this can mean grea…
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Increasingly clients taking tax free cash to gift to younger generations
Nick Nesbitt, Head of Private Client at Forvis Mazars, warns that while more savers are tapping tax-free pension cash to…
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MetLife UK & Reassured complete Three Peaks Challenge raising £36K for Winston’s Wish
Employees from MetLife UK, the employee benefits and protection provider, and life insurance broker Reassured jointly ra…
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Inheritance Tax and Pensions: a gear change for financial planning?
From April 2027, pensions will fall into the IHT regime in one of the biggest estate planning shifts in years. Harriet B…
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Tax Year End or End Of Days?
Dispatches from the sector’s front line Amersham Investment Management SEIS and EIS investing in Q1 2020 was, like practically every other sphere…
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Two-part online estate planning masterclass
Got a client who needs to do some estate planning? Then you should tune in to watch The Estate Planning Show…
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Tax stops for no man – and no virus
Regardless of the level of chaos and uncertainty the world finds itself in, a tax year is a tax year. Maximising…
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Got a client who needs to do some estate planning? Tune in to watch The Estate Planning Show
For professional advisers and paraplanners only. Not to be relied upon by retail clients. Got a client who needs to do some…
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Micro-Loan Scheme Launches Monday Without Forward Liability
peter_IFAMAG reads Twitter so you don’t have to. The new Micro-Loan scheme has a simple application and will make cash available for…
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Webinar Presentation: Environmental, Social and Corporate Governance (ESG)
Wayne Bishop, CEO at King & Shaxson presents and discusses: The post-coronavirus world Bond, Property and Equity investment opportunities in sustainable and impact…
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Tom McPhail Leaves Hargreaves Lansdown
peter_IFAMAG reads Twitter so you don’t have to. Tom McPhail annouced he is leaving Hargreaves Lansdown and moving to Mobility Scooter Comapny…
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How is Covid-19 affecting the IFA M&A landscape?
Q: How are deals ‘in play’ being affected? For instance, if you are selling and have appointed lawyers and have started due…
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Octopus Live Online: The Estate Planning Show
Got a client who needs to do some estate planning? Then tune in to The Estate Planning Show For professional advisers…
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Sunday’s Money pages
The Sunday Times’ Ian Cowie explains how the spread of the virus blame game has prompted him to start selling up his…