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Budget 2024
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M&P Podcast #13: Supporting first-time buyers in a challenging market. With Buckinghamshire Building Soc’s Claire Askham
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Podcast #104: Partnering for success – working with a strategic investment partner
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Podcast #103: What might Trump 2.0 mean for investing in the US? With Federated Hermes’ Mark Sherlock
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Podcast #102: The challenges of being a director in an authorised firm alongside being an IFA, with Charles Chami
As you’ll know only too well, the day to day requirements of running an IFA business go way beyond just the client…
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I&P Podcast #9: Income protection with Lloyds Banking Group’s Rose St Louis
When it comes to insurance, your clients almost always think about protecting their homes, cars, businesses and even lives but often neglect…
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IFA Talk #101 GBI Special: Powering the future and navigating the energy transition with experts from Blackfinch Ventures
Welcome to a special episode of IFA Talk, brought to you in partnership with GBI Magazine. In this week’s podcast, we’re diving…
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Podcast #100: Women and financial advice – are advisers missing a trick? With Philip Wickenden and Gillian Hepburn
In this episode of IFA Talk, we’re getting into a topic that’s been stirring up some serious conversation in the financial world…
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Budget drives younger Brits towards financial advice
Almost 1 in 10 workers between the age of 18 and 24 are planning to access financial advice for the first time…
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M&P Podcast #12: Exploring opportunities in later-life lending with more2life’s Dave Harris
Welcome to this week’s Mortgage & Property edition of IFA Talk! In this episode, we dive into the exciting world of later-life…
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Podcast #99: Opportunities for closing the advice gap AND helping advice businesses to build scale – with Octopus Money’s Ruth Handcock
One of the biggest ongoing problems facing our profession is closing the advice gap. Another thing right up there in terms of…
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Podcast #98: What can we expect from markets in 2025? With Shanti Kelemen, M&G Wealth
There’s been a lot going on recently of really significant things affecting investment decisions and markets – whether it’s the budget, the…
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30 October budget puts financial strain on SMEs
Novuna Business Cash Flow, a leading provider of financial solutions for small and medium-sized enterprises (SMEs), has reviewed the UK’s latest budget…
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Podcast #97: IFA Talk’s Budget Special | What do advisers need to know? With Dynamic Planner’s Steph Wilcox
In this week’s special edition of our IFA Talk, Sue and Brandon focus on the measures announced in last week’s budget that…


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Budget 2024: Missed opportunity as reform of High Income Child Benefit Charge is shelved
Buried deep in the Budget Red Book (paragraph 5.146) is confirmation that the Government will not be proceeding with reform of the…
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HMRC warning around Budget pension speculation strengthens case for Pensions Tax Lock says AJ Bell’s Vahey
With serious rumours circulating ahead of yesterday’s budget, that there would be changes to pensions tax-free cash, it seems clear that many…
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How investors can manage a rise in CGT
Investors looking to protect their wealth from the increase to capital gains tax (CGT) announced in yesterday’s Budget may turn to tax…
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Albion Capital on the government’s ongoing commitment to VCTs in Autumn Budget
Following yesterday’s Autumn Budget, Albion Capital’s William Fraser-Allen has spoken positively about the government’s commitment to VCTs and entrepreneurship. William Fraser-Allen, Managing…
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OpenOcean on Budget: Reeves steps back from brink on carried interest
Following the highly-anticipated Autumn budget where Chancellor Reeves’ capital gains tax hike on carried interest was diluted down under pressure from investors, increasing…
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Autumn Budget 2024: are clean energy superpower ambitions enough?
Written by Phil Kent, CEO of Gravis The Labour government’s commitment to making the UK a clean energy superpower was a positive…
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Labour’s Budget: Matt Wood, MD of AMFA, unpicks what it means for Financial Advisers and their clients
Rachel Reeves’ budget marks a pivotal shift, bringing fresh challenges for financial advisers across the UK. Matt Wood, Managing Director of AMFA,…
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Following budget move to hike employer NICs, could we see pension boost via salary sacrifice?
Employers will have an increased incentive to enrol employees in salary sacrifice schemes says Mike Ambery, Retirement Savings Director at Standard Life, part…
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New rules on pensions and IHT threaten ‘bureaucratic nightmare for grieving families’ – Steve Webb, LCP
The Budget decision to include pensions and pension death benefits within estates for Inheritance Tax could lead to massive bureaucracy and delays…
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Budget was ‘never going to be a crowd-pleaser’ |Overnight analysis from the Resolution Foundation
The first Labour Budget in nearly 15 years marked a decisive shift from the planned cuts set out by the last Government,…