Publications
Explore our latest publications such as our popular IFA Magazine and GBI Magazine, as well as a host of special supplements and annual reports.
Latest issue of IFA Magazine
The Final Countdown: IFA Magazine’s June edition is live now
Welcome to the June edition of IFA Magazine. As regular readers are probably aware, your friendly Editor is rather partial to a song title for this column. Mind you, although this particular song isn’t exactly a favourite of mine, I feel that its title does resonate...
Latest issue of GBI Magazine
GBI 38 | Tax Year End | April 2023
We are delighted to welcome you to the latest issue of GBI Magazine. Yes tax year end is approaching and we know how busy our readers are so with that in mind we’ve brought you a selection of articles that are timely and topical. Jack Rose of Triple Point talks...
Other Reports and Special Supplements
Investment Platform Research: Annual Report 2023 available now
We are delighted to present the latest in our IFA Annual Report Series, the Platform Research Report 2023. The report provides a detailed look at the platform market with key information provided by AKG, Synaptic Software and Defaqto. In order to provide as wide...
Tax Efficient Investment Sector Research | Annual Report 2023
IFA and GBI Magazine are delighted to present the Tax Efficient Investment Sector Research Report 2023. Following the success of our earlier reports, we have combined each of the schemes (EIS, SEIS, VCT and IHT/BR) into this 300+ page report which we believe will...
Inheritance Tax Solutions including Business Relief Research Report 2023 (IHT/BR) | Annual Report 2023
Welcome to the ‘Inheritance Tax Solutions including Business Relief Research Report 2023’ the fourth in our series of focused reports on the tax efficient sector. Our four reports will be brought together as one major report covering the whole sector to be published...
Venture Capital Trusts (VCT) | Annual Report 2023
Welcome to the ‘Venture Capital Trusts Report 2023’ the third in our series of focused reports on the tax efficient sector. Our four reports will be brought together as one major report covering the whole sector to be published later in February. IFA/GBI Magazine...
Enterprise Investment Schemes (EIS) | Annual Report 2023
Welcome to the ‘Enterprise Investment Scheme Report 2023’, the second in our series of focused reports on the tax efficient sector. The series will cover SEIS, EIS, VCTs and BR/IHT in four parts over the next few weeks and will be combined into our annual Tax...
Seed Enterprise Investment Schemes (SEIS) | Annual Report 2023
We are delighted to bring you the first part of our serialised report series covering the essentials of investment in SEIS. The series will cover SEIS, EIS, VCTs and BR/IHT in four parts over the next few weeks and will be combined into our annual Tax Efficient...
Special supplement: Investing made smoother
Wesleyan Assurance Society is a financial services mutual, focused on creating brighter financial futures. Wesleyan has served its communities for over 180 years – and has the financial strength to serve for many more to come. Wesleyan are proud of their mutuality as...
Special IFA focus: PruFund Planet, investing for a better world
Worries about higher inflation, lower disposable income, volatile market conditions and the ongoing climate crisis continue to provide challenges for investors looking for sustainable, real returns over the long term from a diversified portfolio. For advisers, finding...
IFA Magazine presents the Managed Portfolio Services Research Report 2022/23
We are delighted to announce that our comprehensive annual MPS report is now available to our Financial Adviser readers. This report is the third in the series of reports revisiting the world of Managed Portfolio Services and...
About our publications
In addition to delivering all the latest news that matters to financial advisors, we publish 10 issues of our popular IFA Magazine each year, providing insight into the most important developments for you and your clients. In addition, GBI Magazine features the latest and most significant investment opportunities approved by the UK government. Discover these and a range of reports and special supplements below.
Most Popular this week
The Final Countdown: IFA Magazine’s June edition is live now
Welcome to the June edition of IFA Magazine. As regular readers are probably aware, your friendly Editor is rather partial to a song title f...
“The carnage continues” as Virgin Money, TSB and NatWest announce product changes – reaction from brokers
Virgin Money, TSB and NatWest are the latest lenders to announce product changes today, according to brokers. Their thoughts on the notice b...
Chartered Insurance Institute listed in UK’s 10 Largest Professional Bodies
The Chartered Insurance Institute (CII) features at number 10 on the UK’s Largest Professional Bodies list from MemberWise Network, with CII...
Gender pension gap statistics ‘vital first step’ to tackling ‘profound inequalities’ in pensions – Laura Myers, LCP
Today’s publication by the Government of the first official figures on the gender pension gap has been welcomed by LCP partner Laura Myers a...
UK’s largest companies sharpen focus on workplace mental head and link between financial well-being and mental health strengthens
Almost a quarter of the UK’s largest listed employers have improved their performance on workplace mental health overall in the past year, a...
Capita Cyber Attack: A Wake-Up Call for the Pensions industry
Written by Melanie Hart, a partner specialising in cyber-response and data breach disputes at law firm Kingsley Napley LLP The pensions indu...
HSBC Life: Advisers Warn Financial Planning Is Becoming Harder
More than two out of three advisers believe financial planning has become harder over the past five years as tax changes combine with politi...
Nationwide May house price index – “relative stability to wild instability within the blink of an eye” – reaction from property experts
Following the Nationwide May House Price Index published this morning, brokers and advisers have reacted. Rohit Kohli, director at Romsey-ba...
The future of platforms – and why collaboration is key
Aviva's Roger Marsden talks to IFA Magazine’s Sue Whitbread, about the UK platforms market and why he believes Aviva is well placed to suppo...
Podcast #42: Advisers warn financial planning is getting harder: with HSBC Life’s Mark Lambert
There’s been some interesting new adviser research out today from HSBC Life (UK) Limited, carried out in association with consultancy Techni...
