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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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Market report: Markets calm down and crisis fears ease – for now
Written by Steve Clayton, head of equity funds Hargreaves Lansdown Markets took a breather from fretting about banking contagion overnight. Wall Street…
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Over half of pension savers feel like they will never be able to retire as 1 in 10 cut contributions
Most current pension savers feel like they’ll never be able to retire, new Living Wage Foundation research reveals. Polling of over 3,000…
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Columbia Threadneedle Investments Multi-Manager PassiveWatch; Performance of active funds beat passive in every market in the UK over a 20-year period
Annually, the Multi-Manager team at Columbia Threadneedle Investments review the passive industry, identifying trends on investor appetite, performance relative to active managers…
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Why VCTs should be on adviser’s radar in 2023
Written by Jack Rose, Head of Retail Sales at Triple Point Investment Management 2023 looks set to be a decisive year for…
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Podcast #33: How well do you know your EIS from your VCT? Octopus’ Jess Franks gives the lowdown for advisers
It’s becoming essential for all advisers to make sure that they have the full set of tax-efficient tools at their disposal as…
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Is the financial sector facing its biggest test since the global financial crisis? Analysis from Kingswood’s Thompson
According to Rupert Thompson, Chief Economist at Kingswood, looking at the headline move in global equities last week and you would have…
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Wesleyan: Putting investors’ needs first
Wesleyan, the financial services mutual that has stood strong for over 180 years, is focused on putting investors’ and fund holders’ needs…
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Credit Suisse AT1 bondholders – potential legal action underway
A statement has been released this afternoon as follows, regarding potential legal action by holders of Credit Suisse’s AT1 capital instruments following…
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Estate planning is the big opportunity of 2023
Estate planning is something too many families put off. But recent events have made inheritance tax and providing for loved ones a…
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An important week for the markets – abrdn’s Watts looks at what economic news we can expect this week
Following last week’s Budget, plus the recent volatility in the banking sector and beyond through the SVB Bank collapse and the news…
