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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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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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,…
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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…
