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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BoE holds rates at 4% as housing market looks for stability: mortgage and property professionals respond
Economy, Mortgage and Property
The Bank of England has kept Bank Rate at 4% with a majority vote of 7-2, reinforcing expectations that August’s cut wil…
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Quilter: HMRC stats show record ISA inflows but £102m lost to LISA penalties
UK savers poured record sums into ISAs last year, with cash deposits surging amid higher rates and fears of allowance cu…
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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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Weight-loss drugs: a breakthrough the protection industry can’t ignore
Exclusives, Insurance and Protection
With 1.5m Britons now using injections to lose weight and a further NHS rollout on the cards, we must consider their pot…
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Women’s Rugby World Cup: female sports stars are earning more but must still plan for two retirements
As the Red Roses prepare for tomorrow’s semi-final match against France, women sports professionals are commanding highe…
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IHT receipts rise 5.7% year-on-year, expert reaction to HMRC data
Recent data released today by HM Revenue and Customs (HMRC) reveals that Inheritance Tax (IHT) receipts for the period A…
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FCA mortgage review could drive fairer, more flexible lending
Michael Shand, Managing Principal at consultancy Capco, says the FCA’s mortgage rule review could unlock fairer access t…
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Market Report: records in the US, riddles in the UK
Matt Britzman, senior equity analyst at Hargreaves Lansdown, discusses how UK markets edged higher despite mixed signals…
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Here We Go, Here We Go, Here We Go…
How Is The UK Investment Sector Responding? Given the high-rolling game of bluff poker that the Prime Minister is currently playing with…
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Sunday’s Money pages
*Highlight text, right click and hit “search google” for more info on any of the featured topics* The Sunday Times tells us…
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Perfecting Your Client Engagement Process
Discovery Meeting This meeting gives the planner the opportunity to obtain a much broader picture of the client’s values and goals. Mindmaps…
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ARIE Capital Technology EIS Fund
Net4 is an IoT (Internet of Things) Systems Integrator, delivering enterprise-grade IoT solutions in IT and telecoms. It has a proprietary zero…
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Structured Products – The View From Investec
How Structured Products Fit Into A Client Portfolio Deposit Plans are designed as alternatives to traditional cash products. They feature the same…
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ARIE Capital Technology EIS Fund – an introduction to Net4
Net4 is an IoT (Internet of Things) Systems Integrator, delivering enterprise-grade IoT solutions in IT and telecoms. It has a proprietary zero…
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Help for IFAs to source EIS & SEIS opportunities for their clients
Some of the questions advisers ask Worth Capital most often How does Worth Capital hunt for potential investments? Each investment is…
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Insurance Doctor
In conclusion Hopefully this will help prepare for your renewal and provide you with a bit more insight into how the PI…
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Areas of concern in financial services markets
The Sector Views look at the impact of macroeconomic developments and common drivers of change emerging across financial markets. They also outline…
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i4C launches lifetime allowance (LTA) functionality
Cashflow planning software provider i4C has announce d that its market leading lifetime allowance (LTA) functionality was launched on 10th February 2020.…