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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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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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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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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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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Saffron unveils four new lending categories in biggest product refresh of the year
Saffron for Intermediaries has unveiled its most significant mortgage updates of the year, introducing four new lending…
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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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How property investors are deriving considerable value from change of use legislation
Written by Andy Jones, Group Director, Corporate (Investment Sales, Lettings and BTR) at Leaders Romans Group (LRG) Individual and corporate investors are…
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Fidelity International integrates private assets into its £16.9bn default investment strategy for UK-based workplace pension schemes
Fidelity International today announced plans to integrate private assets into its £16.9bn default investment strategy (FutureWise) for UK-based workplace pension schemes, via Fidelity’s…
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The Budget 2024: Implications For Landowners
Written by Ian Barnett, National Land Director, Leaders Romans Group (LRG) October’s Budget sent shockwaves through the agricultural sector, particularly among landowners…
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Advisers need to do more to encourage clients to talk about their dreams for retirement
Financial advisers may be skilled at helping their clients make the most of their money, but it is just as important to…
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Inflation ticks back up and it will be no surprise says AJ Bell’s Danni Hewson
Following the latest UK inflation figures that showed CPI to be up 2.3% in October from 1.7% in September, Danni Hewson, AJ Bell…
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Quilter Investors Monthly Income range introduces new asset classes to portfolios
The Quilter Investors Monthly Income and Monthly Income & Growth portfolios have introduced a number of new asset classes to the range…
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Inflation jumps to 2.3% denting hopes of further interest rate cuts. The industry reacts.
This morning, the ONS has released the latest UK inflation data, for the month of October showing a hike from 1.7% last…
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Banks and insurers struggle to maximize value from cloud investments, Capgemini data
The Capgemini Research Institute’s World Cloud Report for Financial Services 2025, published recently reveals a clear divide between how traditional and new-age financial institutions view…
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Labour’s impact on BPR, IHT regime on pensions, and changes to CGT rates – industry professionals share their perceptions
At GBI Magazine, we recently aimed to determine the industries thoughts and perceptions surrounding a range of topics that are widely being…
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Explore the Blackfinch Adapt AIM Portfolios
With clients increasingly looking to locate methods to reduce their inheritance tax and obtain business relief, investment funds which provide that relief…
