GBI Podcast
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Introducing Tax-Efficient Investment (TEI) Magazine – the new name for GBI Magazine
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Octopus Ventures’ CEO Erin Platts gains additional role as CEO of Octopus Investments
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Podcast #138: Rethinking PII with Lee Robertson on BareRock’s mission to reward quality advice
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NI&P Podcast #16: Providing understandable and valued protection advice, with LifeSearch’s Debbie Kennedy & Homeowners Alliance’s Paula Higgins
In this month’s special New Insurance & Protection episode of IFA Talk, we shine a light on client protection, something which concerns…
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Rathbones reports surge in IHT queries and shares ‘lesser known’ strategies to reduce liability
Financial planners at Rathbones, have reported a surge in client queries about estate planning amid concerns of possible changes to the inheritance tax…
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CPD Accreditation confirmed for EIS Association national roadshow
CPD Accreditation has been confirmed for the Enterprise Investment Scheme Association (EISA)’s nationwide ‘Ready, Steady, Grow!’ series. The roadshow brings together Wealth…
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Deepbridge Capital and RSM UK launch Autumn Tax Planning Masterclass series
Venture capital investment manager Deepbridge Capital is pleased to announce the launch of its Autumn 2025 Tax Planning Masterclass series, in partnership…
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Octopus Investments’ Growth Barometer shows AIM companies deliver exceptional growth
Octopus Investments, an investment manager on a mission to invest in the people, ideas and industries that will change the world, today…
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Podcast #137: The real AI opportunity? Better workplace culture! With Jenny Segal and Annabel Gillard
This week on IFA Talk, we’re flipping the script on one of the biggest topics in financial services – AI. But rather…
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Podcast #136: Succession planning for business owners under the new IHT rules, with Bishop Fleming’s Peter Ball
In this week’s episode of IFA Talk, we dive into the world of taxes, following changes to IHT rules. Recent changes and…
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Gresham House Ventures appoints Jens Düing as head of portfolio as expansion continues
Gresham House Ventures, a growth equity investor specialising in software and digitally driven businesses across the enterprise solutions, healthcare, and consumer market…
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HSBC AM announces final close of Vision VC and PE strategies following strong global investor demand
HSBC Asset Management (HSBC AM) has announced the final close of its Vision Venture Capital (VC) 2024 and Vision Private Equity (PE)…
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Podcast #135: Making the most of your first client meeting with Melissa Kidd, Director, Speaker and Soft Skills Specialist
In this week’s episode of IFA Talk, we’re shining a spotlight on one of the most important and often overlooked parts of…

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IFA Talk Podcast – listen to the latest episode
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Wealth DFM Talk Podcast #2: Seeking out Asia’s hidden gems, with Aberdeen’s Gabriel Sacks
The latest episode of the Wealth DFM Talk podcast explores relatively untapped opportunities across Asian and emerging market equities. In this episode,…
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Maven successfully exits security solutions provider UAP
Maven Capital Partners (“Maven”), one of the UK’s leading private equity firms, has completed the sale of UAP Limited (“UAP”), a leading…
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Podcast #134: The paraplanner’s path to leadership, with Stuart Coombe, Partner and Rural Specialist at Old Mill
In this week’s episode of IFA Talk, we’re taking a look at the journey from paraplanning to partnership – and who better…
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NI&P Podcast #15: Heroes in the middle – How advisers are powering better protection advice, with L&G’s Mike Pritchard
In this week’s special New Insurance and Protection edition of the IFA Talk podcast,we’re shining a spotlight on the vital role financial…
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Triple Point team supports Pelican Capital’s investment into Capacitas
Triple Point’s Private Credit team supported the provision of a senior loan to enable Private Equity firm Pelican Capital’s investment into Capacitas,…
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Enterprise Investment Scheme Association launches 2025 national roadshow to boost awareness of EIS
The Enterprise Investment Scheme Association has launched this year’s ‘Ready, Steady, Grow!’ series, a nationwide roadshow designed to drive awareness around EIS…
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Podcast #133: Tariffs, interest rates and gold – what’s next for markets? With Capital.com’s Daniela Sabin Hathorn
In this week’s episode of IFA Talk, we’re tackling some of the big themes dominating market conversations in 2025, notably tariffs, interest rates,…
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The UK secures £3.15 billion in venture capital – the highest in Europe
The international health insurance experts at William Russell looked at several factors such as the survival rate of new companies alongside the GDP per…
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Praetura Investments: Routes to boost tax efficiency
The raft of changes announced in the October 2024 Budget – particularly on tax – are boxing many clients into a corner,…
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Could Trump tariffs restore trade lost to Brexit for UK SMEs?
The current trade landscape in the UK presents a sharp contrast to the uncertainty that followed the Brexit referendum in 2016. With…