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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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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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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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S&P 500 on Track for Best Quarter in 82 Years
peter_IFAMAG reads Twitter so you don’t have to. Despite murmurings of overvaluation in the US, global markets are broadly recovering from Coronavirus…
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Tax year end – or the end of days?
Andrew Sullivan on the ups and downs of TYE 2020 It seems a lifetime ago, but it was just at the beginning…
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Register now for the Advocate Technical Webinar
As part of our strategic relationship with EISA, GB Investments presents a new essential webinar series we are calling ADVOCATE to build…
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GrowthInvest | No going back
Client-led and intuitive: the new wave of technology within the alternatives space The new wave of technology within the alternatives space has…
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An introduction to inheritance tax from Octopus
For professional advisers and paraplanners only. Not to be relied upon by retail clients. Get to grips with inheritance tax, different estate…
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FCA Covid Impact Survey Cause Grumblings Across Financial Sector
peter_IFAMAG reads Twitter so you don’t have to. Last night the S&P 500 made stunning comeback as it recovered its losses for…
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Overview of mergers and acquisitions in retail financial services in light of COVID-19
Like much of the economy, the mergers and acquisition market for IFAs has been infected by the coronavirus pandemic but there are…
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Fidelity | Asian Equity
At Fidelity Multi Asset, we maintain a bias in equity regions to Asia, and more specifically Greater China given the larger share…
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An introduction to inheritance tax from Octopus
New CPD from Octopus For professional advisers and paraplanners only. Not to be relied upon by retail clients. Get to grips with…
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GrowthInvest | No going back
This is a watershed moment for adviser businesses, and nowhere more so than in the world of alternatives and tax efficient investing,…