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
IFA Magazine’s March edition -Taxing Times – is live now
The latest edition of IFA Magazine is live now. For many advisers and their teams, March mainly means one thing – the rush for the line as the end of the tax year comes into view. As the silly season kicks in, advisers and their teams are at their very busiest...
Latest issue of GBI Magazine
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 & Property Investment Magazine | Issue 5 | March 2024
March was always going to be a hectic month for advisers and brokers across the country, whether they were working towards tax-year end, waiting on the Chancellor’s Spring Budget or dealing with a further surge in mortgage applications and approvals. Whilst mortgage...
Other Reports and Special Supplements
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...
Inheritance Tax Solutions including Business Property Relief and AIM Investment (IHT/BPR/AIM)| Annual Report 2024
Welcome to the Inheritance Tax Solutions (IHT/BPR/AIM) Research Report 2024, the fourth in our series of focused reports on the tax-efficient sector for this year. By some measures you could argue that Inheritance Tax (IHT) isn’t such a big deal. IHT receipts comprise...
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
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
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
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
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...
Sustainable Investment Research: Annual Report 2023 available now
We are delighted to present the latest in our IFA Annual Report Series, the Sustainable Investment Research Report 2023. This report provides a detailed look into the world of ESG Sustainable Investment with key information provided by leaders in the space such as...
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...
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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