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VCT’s, adjustments to CGT and pensions, benefits and risks of VCT and EIS schemes – industry professionals share their insights
At GBI Magazine, we once again aimed to determine the industry’s thoughts on range of topics that are widely being discussed within…
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Fund managers anticipate a dramatic rise in fund launches, with alternatives driving demand as investors seek downside protection
Fund managers are predicting significant increases in inflows and product launches in 2025, as they look to capitalise upon growing investor appetite…
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Over half of investors aware of SDR labels, but jargon hinders green investment
Over half (52%) of investors are aware of the FCA’s Sustainability Disclosure Requirement (SDR) investment labels, but vague wording and jargon remain…
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Saltus Wealth Index falls to record low as confidence among high net worth individuals declines significantly
Majority of high net worth individuals (HNWIs) that voted for Labour now regret their decision and expect taxes to rise again Overall…
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Scottish Widows – 72% want a responsible pensions from their employer
Nearly three-quarters (72%) of UK employees say it is important that their employer offers a responsibly invested pension, new research from Scottish…
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Mortgage Business Expo 2025
Talk face-to-face with leading lenders and learn first-hand from the Experts at the free to attend Mortgage Business Expo being held on…
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Podcast #108: Three ways IFAs can enhance their advisory portfolios – with Collidr’s Symon Stickney
Many financial advisers are turning to outsourced investment solutions—but for those who prefer to keep full control in-house, the challenges are different.…
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IFAs increasingly concerned about tax changes following Autumn Budget
Independent financial advisers (IFAs) are increasingly concerned about tax changes, according to research and insight agency Opinium’s latest IFA Barometer, which tracks adviser views…
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Greatest choice of low deposit mortgages since 2020
Moneyfacts UK Mortgage Trends Treasury Report data reveals the availability of deals at 95% loan-to-value rose to its highest point in almost five…
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“Couples can also benefit from the marriage allowance, which reduces the tax bill by up to £1,037.50 per year, especially if one spouse annually earns less than £12,570″
Ahead of Valentine’s Day (14th February), Eleanor Levy, CCO of now:pensions, comments: “It’s often said that the key to a successful marriage or long-term relationship is clear…

IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.



