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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Gap between dream retirement age vs. expectation widens to 5 years: hopes of retiring at 62 fade as expectation shifts to 67
The Retirement Expectation Gap – the gap between when Brits want to retire and when they actually think they will be abl…
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Optimism Ahead of Autumn Budget | Tax-Efficient Investment Magazine Issue 1 | October 2025
Tax-Efficient Investment, Tax-Efficient Investment Magazine
Hello and welcome to the very first issue of our Tax-Efficient Investment (TEI) Magazine! You may have seen that we rece…
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The case for smarter mortgage advice | M&PI 21 | October 2025
Mortgage & Property Investment Magazine
Turning a new leaf in mortgage and property insight As autumn makes its arrival and the leaves begin to turn, this month…
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How Aviva’s new guaranteed fixed term income plan reflects modern retirement needs
In the following analysis, Claire Reed, Director of Individual Annuities at Aviva, explores how the insurer’s new Guaran…
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YouGov poll ahead of November Budget shows over half of the British public want complete abolition of IHT
A YouGov poll commissioned by law firm Kingsley Napley shows 54% – over half of the British public – now want a complete…
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Chancellor Rachel Reeves’ fiscal rules challenge: Three scenarios we could see in the Autumn Budget
Despite efforts to restore credibility, the UK’s fiscal framework is struggling to convince markets. With growth slowing…
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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 year, a 35%…
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In a ”late-cycle” macro environment, stay risk-on but build diversification: Aberdeen Q4 House View
Aberdeen, the specialist asset manager, has issued its latest quarterly ‘House View’ on the macro-economy and investment…
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Podcast #143: How advisers can help clients avoid a retirement income shortfall with Gill Millen, Managing Director at Bowmore Financial Planning
This week on IFA Talk, Matt Williams and Jenny Hunter are joined by Gill Millen, Managing Director at Bowmore Financial…
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Analysis reveals record-breaking private markets funds set for 70% growth by 2030
Global value of private assets held in funds has increased 9.6% this year to an all-time high of $14.05 trillion. Ocoria…
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Only 1 in 100 insurers say Claims-Finance Collaboration is “highly effective”
Survey of 200+ insurance leaders reveals widespread breakdowns in claims finance infrastructure and offers insurers a roadmap for rethinking how they manage,…
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What IFAs Need to Know About the Enterprise Investment Scheme
The Enterprise Investment Scheme (EIS) celebrated its 30th anniversary last year, having facilitated over £34 billion in private investment across more than…
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Beneficial investment strategies and tariff impacts in the new tax year | GBI 51 | Summer 2025
Welcome to the latest issue of GBI Magazine – our first in the new tax year. Following our landmark 50th edition, we’re…
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April’s monthly financial services review data update shows improvements across every major metric
Written by Jake Sandford, Head of Data and Analytics at Smart Money People April brought a wave of optimism to the financial…
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Capital Group study reveals investors are diversifying fixed income exposure amidst uncertainty
Against a backdrop of heightened uncertainty, investors are increasing allocations across fixed income sectors, particularly to higher quality bonds, and seeking geographical diversification,…
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Penfold launches salary sacrifice guide to help employers offset national insurance hike
Penfold, the digital pension provider, has launched a comprehensive guide to help employers and advisers understand how salary sacrifice pension contributions can…
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As HPI data shows a house price rise, mortgage and property experts react
With the ONS’s house price index (HPI) showing that prices rose again in the year to March, Paresh Raja (Market Financial Solutions)…
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7.6 million adults take out private medical insurance as health crisis drives rapid growth in protection products
Analysis by Broadstone of the latest Financial Lives Survey from the Financial Conduct Authority uncovers the rapid growth in the take up…
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Podcast #123: AI, advice and the ‘golden age’ – what’s next for financial planning? With Saturn’s Amal Jolly and Rohit Vaish
For this week’s episode, we’re diving into the world of AI in financial advice. With tech adoption on the rise, there’s plenty…
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Investec arranges £54.6 million loan for two office to residential conversion projects
Investec Bank plc (Investec), a leading international financial services provider, announces that its Real Estate team has provided Signal Capital Partners, a…
