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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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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Register now for the Advocate Technical Webinar
Join us 10am Tuesday 23rd June As part of our strategic relationship with EISA, GB Investments presents a new essential webinar series…
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ESG: The latest incarnation of marketing-led investment strategies
The conscientious long-term investor must consider the company’s relationship with all its stakeholders. At a minimum, understanding the strength of these relationships…
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Model Portfolio Service – the cost of delivery for advice firms
So how does this help advisers with their client value proposition? Discretionary Fund Manager (DFM) fees excluding fund ongoing charges figure (OCF)…
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EY Draw More Scrutiny as Wirecard Scandal Rumbles on
peter_IFAMAG reads Twitter so you don’t have to. Black Lives Matter protests swept the UK over the weekend whilst investment companies published…
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Impact Investing – A special supplement in association with M&G | June 2020
Throughout 2020, Ben Constable-Maxwell, Head of Sustainable and Impact Investing at M&G Investments have put a range of investment sectors under the…
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This Sunday’s Money pages
The first question The Sunday Times asks is ‘Should you be investing in China?’ – a perfect storm of economic and political…
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Who is New OBR Chief Richard Hughes?
peter_IFAMAG reads Twitter so you don’t have to. Richard Hughes announced as the new head for the Office for Budget Responsibility today.…
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CoInvestor partners with custodians to deliver straight through digital applications for tax-efficient investing
CoInvestor, the platform digitising the alternative sector for financial advisers, direct investors and fund managers has significantly streamlined the back-end investment process…
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How to build a digital adviser Part 7: Podcasts
Starting your own podcast If you’ve already guested on a couple of podcasts and found you enjoy it, then let’s step things…
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June’s Case Study – Clients with overseas inheritance
If your clients hold funds in GBP or a foreign currency, they may turn to you for guidance when they need to…
