Publications
Explore our latest publications such as our popular IFA Magazine and Tax-Efficient Investment Magazine, as well as a host of special supplements and annual reports.
Latest Issues
IFA Magazine
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Rethinking the routes of retirement income planning | IFAM 149 | June 2026
The many roads to retirement income planning We kick off this issue with Gareth Davies from Scottish Widows, exploring how…
Tax-Efficient Investment Magazine
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Reform, risk and opportunity: the new tax-efficient investment landscape | Tax-Efficient Investment Magazine Issue 4 | Spring/Summer 2026
Welcome to the latest issue of Tax-Efficient Investment (TEI) Magazine – our second issue of the year and the fourth…
Mortgage & Property Magazine
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Buyers, borrowing and bottlenecks shaping markets | M&PI 26 | May 2026
Mortgage and property markets adjusting to a new period of…
New Insurance & Protection Magazine
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Highlighting intelligent and affordable protection solutions | New Insurance and Protection Magazine | Issue 2
As we move into the summer months, protection advice continues…
Other Reports and Special Supplements
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Using smoothed With Profits within financial planning solutions
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In this series of four case studies Wesleyan looks at how using smoothed With Profits can help deliver effective financial…
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Seed Enterprise Investment Scheme (SEIS) | Annual Report 2024
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We are delighted to bring you the first part of our serialised annual report series, covering the essentials of investment…
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Managed Portfolio Services (MPS) | Annual Report 2023/24
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We are delighted to announce that our comprehensive annual Managed Portfolio Services (MPS) report is now available for financial advisers.…
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Sustainable Investment Research: Annual Report 2023 available now
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We are delighted to present the latest in our IFA Annual Report Series, the Sustainable Investment Research Report 2023. This…
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Investment Platform Research: Annual Report 2023 available now
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We are delighted to present the latest in our IFA Annual Report Series, the Platform Research Report 2023. The report…
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Tax Efficient Investment Sector Research | Annual Report 2023
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IFA and GBI Magazine are delighted to present the Tax Efficient Investment Sector Research Report 2023. Following the success of…
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Inheritance Tax Solutions including Business Relief Research Report 2023 (IHT/BR) | Annual Report 2023
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Welcome to the ‘Inheritance Tax Solutions including Business Relief Research Report 2023’ the fourth in our series of focused reports…
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Venture Capital Trusts (VCT) | Annual Report 2023
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Welcome to the ‘Venture Capital Trusts Report 2023’ the third in our series of focused reports on the tax efficient…
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Enterprise Investment Schemes (EIS) | Annual Report 2023
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Welcome to the ‘Enterprise Investment Scheme Report 2023’, the second in our series of focused reports on the tax efficient…
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, TEI 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.