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A new era for VCTs amid budget tax changes
Post-budget tax reforms and frozen allowances are reshaping investor sentiment, driving interest in Venture Capital Trusts. Offering tax-efficient planning opportunities, in the…
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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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The journey of a Venture Capital Trust and the Octopus Future Generations VCT
For professional advisers only. Not to be relied upon by retail clients. The journey of a Venture Capital Trust and the Octopus…
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The upside of change: Strategic Portfolios for the Energy Transition Mega-Trend
Blackfinch’s Dr Reuben Wilcock and Tim Wynn-Jones explain why they believe that energy transition is the next big opportunity for investors The…
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BR & AIM IHT Solutions Research | Annual Report 2025
Welcome to the BR & AIM IHT Solutions Research Report 2025, the third instalment in IFA/GBI Magazine’s 2025 focused report series on the tax-efficient sector. Upcoming changes to…
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Unlocking opportunities in later life lending
A Q&A with Arif Kara, Business Development Manager at Family Building Society, exploring some of the innovative ways in which advisers can…
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Podcast #106: Investing in 2025 – What to look out for with Morningstar’s Chief Research and Investment Officer, Dan Kemp
This week, Jenny and Brandon are diving into what lies ahead for investing in 2025. After the rollercoaster of 2024, the year…
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Why decumulation requires a different approach
Charles Stanley’s Tom Hawkins reflects on key findings from Alpha FMC’s recent report on decumulation which unveils diverse strategies for retirement income…
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University spinouts: A compelling EIS Investment opportunity in today’s market: by Moray Wright, CEO and John Pearson, CIO, Parkwalk Advisors
In this article, Parkwalk’s Chief Executive Officer, Moray Wright, and Chief Investment Officer John Pearson, explain why they think that the university…
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Podcast #105: Financial services in an AI era with Stuart Breyer from Mallowstreet
In our latest IFA Talk podcast, hosts Jenny and Brandon sit down with Stuart Breyer, CEO of Mallowstreet, to talk all things…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
