IFA Magazine – Financial planning and investment news
Today’s News
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Trusts demystified | Octopus Legacy’s Sam Grice highlight how they work and why they matter
As advisers will know only too well, trusts can be powerful tools for protecting families and managing wealth.…
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Aviva Investors: Global policy aftershocks create challenges and opportunities
Aviva Investors, the global asset management business of Aviva PLC (‘Aviva’), believes that the majority of the major policy…
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Why resilience is a strategic asset for advice firms, not a soft skill | Jenny Segal
Resilience isn’t just about grit or ‘toughing it out’, it’s a core strategic asset that drives productivity, retention…
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Aegon Second 50 highlights dangers of snap pension decisions based on Budget speculation
The latest Second 50 research from Aegon UK has shown the UK population remains strongly in favour of…
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Cashing in on (European) liberation day trades
After a volatile start to the year, European markets have shifted from opportunity to caution. Maya Bhandari, CIO…
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From pots to property: Scottish Widows’ Carolyn Jones highlights why it’s time to rethink how homes are used in retirement planning
With many retirees now facing the prospect of longer lives, higher costs and smaller pension pots, the role…
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Benchmark partners with amicable to support advisers with wealth transfer conversations
Benchmark Capital (“Benchmark”), a leading provider of financial planning solutions and part of the Schroders Group, has announced…
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Navigating the Regulatory Tide: How Advisers Can Build Resilient Retirement Income Strategies
As the regulatory landscape continues to evolve, financial advisers are under increasing pressure to demonstrate that their retirement…
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HMRC’s “big data” tax investigation system brings in extra £4.6bn tax in 2024/5 says Pinsent Masons as tax payers face ‘far greater scrutiny’
HMRC’s big data tax investigation system “Connect” has delivered a £4.6bn boost to the Treasury in the past…
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Gold’s panic-free rush nears £3,000 as first-time UK bullion buyers triple
UK gold investing has jumped as bullion prices run to fresh all-time highs near £3,000 per ounce, with…
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