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IFA Magazine
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National Insurance contributions backdating deadline: One month to go for key opportunity to boost state pension
· 5th April is the deadline to fill in gaps in National Insurance records since April 2006 · Spending £10,700 now could gain you almost…
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Guest insight | Bonfire of the Vanities? In his latest blog, JB Beckett explores the rise and fall of ESG
The ongoing debate around ESG investment is on the radar of JB Beckett (pictured) this month. In his latest blog for IFA…
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Adapting to the new retirement income landscape
By Andrew Lewis, Brooks Macdonald As the Senior Investment Director, Head of Wales and South West at Brooks Macdonald, I work to…
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#IWD25 | Breaking barriers: IFA Magazine kicks off annual campaign celebrating women in finance
This Saturday, 8th March, is International Women’s Day (IWD). Here at IFA Magazine, we’re thrilled to be running our usual IWD digital…
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European stocks drop following tariff market shakeup: Morningstar Insight
With European stocks having dropped again in today’s trading with market volatility from potential tariffs, with today’s focus being consumer and banking…
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Quilter Investors: Trump tariffs take US market by surprise prompting sell-off
With Trump’s tariffs on many investors’ minds right now, Lindsay James, investment strategist at Quilter Investors has shared her analysis of the…
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Ten signs it’s time to sell your IFA firm
Is now the right time to sell your IFA business? With the IFA market currently experiencing high valuations and strong demand, deciding…
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TYE 2025: Karl Leitelmayer from Premium Credit explains why spreading the cost of Corporation Tax makes good sense
With Corporation Tax year ends hitting an estimated 25% of UK limited firms at the end of March, paying the resulting Corporation…
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Collidr launches MPS portfolios starting at 7 bps
Collidr, the AI-driven discretionary investment manager, has launched a suite of ready-made, easy-to-implement model portfolios – Select Portfolios. This service provides advisers…
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Financial Services starts 2025 strong with rising customer satisfaction – Smart Money People’s Trueman tells us why
January brought a surge in financial services satisfaction, with scores climbing across products. But to sustain momentum, providers must tackle lingering pain…
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IFA Talk Podcast – listen to the latest episode
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TYE 2025: A word to the wise about TYE planning from tax reporting specialist, Alex Ranahan at FSL
Full disclosure: this is more than one word. But please bear with me as I strive to help those hardy souls involved…
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How BareRock is changing the Professional Indemnity Insurance game to be a bit ‘sexy’
For too long, professional indemnity (PI) insurance has remained stagnant , bound by outdated practices and rigid frameworks that fail to meet the…
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Damian Davies at Timebank shares three AI tools you can start using as a ‘noob’
In the final instalment of this three-part series about AI, Damian Davies, Head of Engagement at The Timebank, takes a look at…
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Enter STEP’s Financial Advisor Team of the Year!
The STEP Private Client Awards are seen as the hallmark of quality within the private client industry. If your team or firm…
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TYE 2025: Adrian Boulding at Dunstan Thomas is thinking ahead to the next tax year and so should you
For some clients this is the time to quickly get those last contributions into ISAs and pensions to use up this year’s…
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M&G’s With-Profits Fund to share over £2bn in bonuses through annual bonus declaration
M&G plc has announced today that its subsidiary, the Prudential Assurance Company’s £129 billion With-Profits Fund1 is set to share approximately £2.3…
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TYE 2025: Defaqto’s Richard Hulbert offers a reminder to ‘use or lose’ tax planning allowances
With tax year-end fast approaching, now is the time for advisers to help clients maximise allowances, optimise tax efficiency, and avoid last-minute…
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M&P Podcast #14: Are you up to date with later life lending options? Featuring Sanjay Gadhia, Standard Life Home Finance
Later life lending is evolving rapidly, with new products, changing regulations, and growing opportunities for advisers and their clients. In this special Mortgage…
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Just a £100 holding wins £1m! NS&I reveals latest lucky Premium Bonds winners
NS&I has reported today that the March Premium Bonds jackpot winners are from Cleveland, North Yorkshire with a holding of £100 and…
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IWD: How are we going to attract diverse candidates to the company or the industry as a whole? Asks Rebekah Coughlan at Winterflood
Next Saturday, 8th March, is International Women’s Day. This global campaign is a brilliant way to celebrate all our colleagues-women for their achievements and…