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

IFAM 128 | Spring forward | May 2024

IFAM 128 | Spring forward | May 2024

Welcome to the May edition of IFA Magazine.  As usual, within it we bring you a range of insight, analysis and information from experts across the profession. It’s all intended to support you and your teams, not just in what you do but how you do it.  The considerable...

Latest issue of GBI Magazine

GBI 44 | Opportunity and risk | April 2024

GBI 44 | Opportunity and risk | April 2024

Hello, and welcome to the third issue of GBI Magazine this year. Tax year-end is now firmly in our sights, as we bring you yet another magazine full of exclusive content and valuable insights from industry experts. We kick things off with the second part of our...

Mortgage & Property Magazine

Mortgage and Property Investment Magazine | Issue 7 | May 2024

Mortgage and Property Investment Magazine | Issue 7 | May 2024

Spring into May   Welcome to May’s edition of Mortgage and Property Investment Magazine where once again we will aim to bring advisors and brokers up-to-date with all the latest developments in the property market as well as presenting news ideas, from industry...

Wealth DFM
A new multimedia platform, reaching the UKs top fund selectors in the Wealth Management and Discretionary Fund Management community.

 

Other Reports and Special Supplements

Fixed Income Investments: Annual Report 2024

Fixed Income Investments: Annual Report 2024

We are delighted to announce that our inaugural report into Fixed Income investments is now available to readers. Researched and written by leading Compliance Consultant Tony Catt, this digital report focuses on global fixed income markets in 2024, bringing expert...

Tax Efficient Investments Sector Research | Annual Report 2024

Tax Efficient Investments Sector Research | Annual Report 2024

IFA and GBI Magazine are delighted to present the Tax Efficient Investments Sector Research Report 2024. Following the success of our earlier reports, we have combined each of the schemes (EIS, SEIS, VCT and IHT/BPR/AIM) into this 300+ page report which we believe...

Venture Capital Trusts (VCT) | Annual Report 2024

Venture Capital Trusts (VCT) | Annual Report 2024

Welcome to the Venture Capital Trusts Annual Report 2024, the third in GBI Magazine's 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...

Enterprise Investment Scheme (EIS) | Annual Report 2024

Enterprise Investment Scheme (EIS) | Annual Report 2024

Welcome to the Enterprise Investment Scheme Annual Report 2024, the second in GBI Magazine's 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...

Using smoothed With Profits within financial planning solutions

Using smoothed With Profits within financial planning solutions

In this series of four case studies Wesleyan looks at how using smoothed With Profits can help deliver effective financial planning solutions for your clients. They have introduced a modern version of With Profits to the smoothed fund market – a transparent life and...

Seed Enterprise Investment Scheme (SEIS) | Annual Report 2024

Seed Enterprise Investment Scheme (SEIS) | Annual Report 2024

We are delighted to bring you the first part of our serialised annual 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...

Managed Portfolio Services (MPS) | Annual Report 2023/24

Managed Portfolio Services (MPS) | Annual Report 2023/24

We are delighted to announce that our comprehensive annual Managed Portfolio Services (MPS) report is now available for financial advisers. This report is the fourth in the series of reports revisiting the world of Managed Portfolio Services and looks to provide...

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.

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