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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Trending Articles
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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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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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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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Calling for a radical rethink: why Britain needs bold action on debt and inequality | David Macdonald, Path Financial
David Macdonald, expert financial planner at Path Financial, examines the fiscal crossroads facing Rachel Reeves. With m…
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Royal London announces £61m BPA transaction with the Stora Enso UK Group Pension Scheme
Royal London, the UK’s largest mutual life, pensions and investment provider, has completed a bulk purchase annuity (BPA…
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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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Why the protection gap isn’t closing – Legal & General
Exclusives, Insurance and Protection
Written by Vanessa Sallows, Claims & Governance Director, Group Protection, L&G The majority of the UK’s workin…
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Use of regulated advice by pension dippers is heading lower, latest FCA data reveals
Fewer people are taking regulated advice before accessing their pensions, with only 31% doing so in 2024-25. Just Group…
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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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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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Funeral plans guarantee so much more than Over 50s policies
Advising your clients to make financial preparations for their future, and in particular their funeral arrangements, makes good sense. For most, saving…
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SoftBank and Credit Suisse ‘circular financing’ reviewed
@peter_IFAMAG reads Twitter so you don’t have to. The long-awaited ‘Russia Report’ reveals successive UK governments turned a blind eye to money…
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EU Leaders’ €750bn recovery fund deal
“On the surface, striking a deal on the EU recovery fund is a remarkable accomplishment. Achieving agreement amongst EU leaders on a…
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Supreme Court rules on reflective loss following APPG Banking’s intervention
peter_IFAMAG reads Twitter so you don’t have to. EY gave Wirecard forewarning of KPMG audit, the FT reports today. APPG Banking gets…
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28 out of 39 SJP funds ‘failing’ – plus the rest of Sunday’s Money pages
The Sunday Times reports that more than two thirds of the funds managed by St James’s Place are failing, yet the company…
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Can the UK emulate the staggering Chinese recovery?
peter_IFAMAG reads Twitter so you don’t have to. Boris Johnson unveils the government’s back to work plan today. The announcement comes as…
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IFA M&A values showing immunity to pandemic
5 years ago the balance of firms coming to market for sale was very much weighted to single adviser retiree businesses –…
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EY credibility comes into question yet again..
peter_IFAMAG reads Twitter so you don’t have to. One of the UK’s ‘big four’ accountancy firms, EY, is embroiled in yet another…
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The critical importance of Private Company Valuations in the post-Covid world
Years of experience and expertise Hardman & Co has built up extensive experience across many industry sectors and evaluated businesses with a…
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Review of Capital Gains Tax
Chancellor Rishi Sunak has asked the Office of Tax Simplification to examine “the reliefs, exemptions and allowances which can apply, and the…