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Retirement
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Gender Savings Gap: Men save £1,392 more per year in Cash ISAs
With less than three weeks until the new tax year (5th April), potential changes to the Cash ISA tax-free allowance could impact…
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TYE 2025: EISA’s Christiana Stewart-Lockhart on unlocking the power of EIS and SEIS for clients
Our exclusive interview with EISA’s Christiana Stewart-Lockhart acts as a stark reminder as to how advisers can maximise tax efficiency for clients…
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Unlocking global wealth: how IFAs can support clients with international financial planning
The world is more mobile than ever. As digital lifestyles and cross-border business activities become the norm, financial planning has evolved from…
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Vanguard welcomes EU Commission strategy on Savings and Investments Union Initiative
Vanguard has welcomed the publication of the EU Commission strategy for its Savings and Investments Union initiative, which has the potential to…
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ISAs unpacked: who holds them and how much do they have?
There is around £726bn held in ISA accounts across the UK, with the majority in stocks and shares. AJ Bell data shows…
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Up to 7.5 million investors could be missing out on thousands as Aberdeen dividend research highlights the true power of compounding
Aberdeen, the global asset manager calculates that millions of investors are potentially compromising long-term returns by not reinvesting dividends. For investors going…
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Premier Miton Investors calls on the Government to direct more of the UK’s savings into UK companies
Two immediate actions will help to deliver a significant boost to economic growth, to employment and the tax revenues to be invested…
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ValidPath: Research reveals importance of IFAs starting succession planning early
New research from ValidPath reveals that while most Independent Financial Advisers (IFAs) recognise the importance of succession planning, many are delaying it too long,…
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AIC on Dividend Heroes: 20 investment trusts have increased dividends for over 20 years
The Association of Investment Companies (AIC) has published its updated list of 20 dividend heroes. These investment trusts have consistently increased their annual dividends for at…
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AJ Bell’s Dan Coatsworth highlights five flavours of income for ISA investors
As we hit peak ISA season, AJ Bell looks at five different flavours of income for ISA investors, including some specific investment…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
IFA Talk Podcast – listen to the latest episode
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Podcast #114: Helping clients step out of the cash comfort zone and into investing, with AJ Bell’s Laura Suter
In this latest episode of IFA Talk, Sue and Jenny explore a challenge that financial advisers frequently face—helping clients move beyond the…
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Why property investors should be focussing on town centres | Guest insight from Excellion’s Robert Sadler
UK town and city centres have endured a terrible decline. But cultural trends and a desperate need for new homes mean that…
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The Genomic Revolution – from incremental to exponential growth. Fascinating insight from Ark Invest Europe’s Bhushan
Scientific revolutions tend to happen gradually—until, suddenly, they don’t. According to Rahul Bhushan (pictured), Managing Director at ARK Invest Europe, genomics is…
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Chikara’s Andy Draycott explains why Trump’s tariffs could see India emerge as a global manufacturing powerhouse
What will the impact be of Trump introducing US trade tariffs? It’s the question giving emerging markets investors (and many others for…
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Standard Life and Fidelity International build on strategic partnership with launch of Guaranteed Lifetime Income plan
Standard Life and Fidelity International have announced the launch of the Standard Life Guaranteed Lifetime Income plan, a new guaranteed income option providing an easy and flexible…
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Ploughing ahead: Chartered Financial Planner offers strategic financial planning tips and insights for advisers and their farmer clients in a changing tax landscape
With significant tax changes on the horizon, financial advisers must help their farmer and agricultural clients to navigate complex inheritance and succession…
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AJ Bell’s Paul Angell looks at eight funds and trusts for ISA season
With less than three weeks before the end of the current tax year, many investors will be assessing their portfolios and wondering…
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Maximising clients’ pension contributions before TYE: it’s a vital opportunity says IFGL Pensions’ Steve Berridge
Don’t miss out! The end of the current tax year is almost upon us, as IFGL Pensions Technical Services Manager, Steve Berridge…
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Private markets: Sarasin’s Alastair Baker highlights attractions of such alternative thinking for wealth managers
With private markets expanding at a rapid pace and public listings becoming less attractive, wealth managers must rethink portfolio allocations. Alastair Baker,…
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Addressing the elephant in the room during the FCA’s Vulnerability Review | Comentis’ Jonathan Barrett looks at what’s missing
Jonathan Barrett (pictured), CEO of Duty of Care Assessment firm, Comentis shares some of his key takeaways from the FCA’s Vulnerability Review.…