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.
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...
GBI 36 | Tax Efficiency in Focus | February 2023
I think if it’s possible we are even busier than usual for this time of year. You will have noticed we took a different approach in January to bring you individual detailed coverage in separate reports for SEIS, EIS, VCT and BR/IHT authored by our friend and colleague...
IFA 115 | Spring it on | February 2023
Apparently, being one of the first flowers of spring, the snowdrop can symbolise new beginnings, hope and the ability to overcome challenges. As 2023 gets underway, it therefore seemed rather appropriate to me that we’ve used these fabulous little flowers as the...
Latest issue of IFA Magazine
IFA 115 | Spring it on | February 2023
Apparently, being one of the first flowers of spring, the snowdrop can symbolise new beginnings, hope and the ability to overcome challenges. As 2023 gets underway, it therefore seemed rather appropriate to me that we’ve used these fabulous little flowers as the...
Latest issue of GBI Magazine
GBI 36 | Tax Efficiency in Focus | February 2023
I think if it’s possible we are even busier than usual for this time of year. You will have noticed we took a different approach in January to bring you individual detailed coverage in separate reports for SEIS, EIS, VCT and BR/IHT authored by our friend and colleague...
Other Reports and Special Supplements
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...
Platform Research Annual Report (2022)
IFA Magazine is delighted to present the latest in our Annual Report Series, the Platform Research Report 2022. Written by our colleague Tony Catt, he has been producing a platforms report for his client IFA firms for over seven years and we...
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
Proposals to scrap pension 25% tax-free lump sum and levy IHT on pots could undermine retirement plans
The Institute for Fiscal Studies today released a number of proposals for the reform of pensions taxation, including scrapping the 25% tax-f...
HSBC launches 3.99% five-year mortgage rate – reaction
HSBC has launched a 3.99% five-year (re)mortgage rate. Free PR platform, Newspage, sought the views of brokers around the UK. Imran Hussain...
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...
BNY Mellon Investment Management Launches Five Multi-Asset Funds Seeking to Help UK Investors Achieve Retirement Goals
BNY Mellon Investment Management, one of the world’s largest asset managers with $1.8 trillion in assets under management, today announced t...
Virgin launches 5-year fixed rate at 3.95% – reaction
Virgin, from today, has gone sub-4% on 5-year fixes, at 3.95%. Importantly, it is also offering a 3.99% 5-year fix for purchases. Free PR pl...
Will the Chancellor raise the lifetime allowance? Analysis from Evelyn Partners’ Smith and why it’s not the only pension tax relief snag
Reports have emerged that the Chancellor could increase in the Budget the amount people can save into their pensions tax-free in order to en...
Halifax HPI – reaction from brokers and property experts
Following today’s report from Halifax on HPI – mortgage brokers and property experts have shared their reactions with IFAM via Newspage. Kat...
Affordable options for every client – Legal & General helps advisers support clients during turbulent times
In this online web series for IFA Magazine, Legal & General highlights 5 key ways they are helping advisers support clients during today...
Diversity and Resilience
Why SMEs are the backbone of the UK Economy, and how VCT and EIS products can play an important role in their success. We recently sat down...
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 seri...
