IFA Magazine - Financial planning and investment news
WEBThis policy explains how IFA Magazine collects, stores, uses and shares personal information (including but not limited to information from which you can be personally identified such as your name, address, job title, company, email address, or telephone number) and information about your visits to the network, including the pages you view, the links you click and other actions taken in ...
Latest News - IFA Magazine
WEBNew FOS data reveals 70% jump in financial complaints. Complaints about financial products have increased by 70% in the past 12 months when compared to the equivalent figure from last year,…. All the latest news for financial advisors covering all aspects of the industry, from industry experts covering the business, the economy and more.
Defaqto unveils world-class financial planning journey in a single ...
WEBFeb 29, 2024 · Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has today announced an industry first that will enable advisers to increase efficiency, improve compliance and drive revenue.. Defaqto Engage – software currently used by around a third of UK advisers – now incorporates all of the components required for a world-class financial planning journey in ...
Publications: Magazines, reports and more - IFA Magazine
WEBSep 3, 2024 · About our publications. In addition to delivering all the latest news that matters to financial advisors, we publish 10 issues of our popular IFA Magazine each year, providing insight into the most important developments for you and your clients. In addition, GBI Magazine features the latest and most significant investment opportunities ...
Labour and inheritance tax: what might we see from the new …
WEBJul 26, 2024 · Labour’s plans for inheritance tax. The only official statement in Labour’s manifesto about inheritance tax is that it will ‘ end the use of offshore trusts to avoid inheritance tax ‘. The proposed changes for non-doms and to offshore trusts are significant and may well require a substantial rewrite of the inheritance tax legislation.
Financial advisers, planners and paraplanners - IFA Magazine
WEBAbout Us. First published back in 2010, IFA Magazine delivers news, analysis and thought leadership for professional financial advisers, planners, paraplanners and wealth managers. We’re proud to be a part of Clifton Media Lab, an independent publishing company that is based in the Clifton area of Bristol. The editorial team at IFA Magazine ...
GBI - Great British Investments - IFA Magazine
WEBAbout GBI Magazine. GB Investments is a campaigning magazine for the financial adviser community, focussing on tax efficient investments such as EIS, Seed EIS, VCT, SITR and BR, and the obvious advantages they can provide to Advisers’ clients in terms of tax, pension and intergenerational planning. Each edition features articles on each of ...
IFA Talk Podcasts - IFA Magazine
WEBWith Everest’s Mark Wood. Insurance and Protection, Podcasts. As Benjamin Franklin famously said years ago… nothing is certain except death and taxes. Here on previous IFA Talk podcasts, we’ve spent…. Podcast #88: Consumer Duty one year on – has it really been a game changer for advice firms? With Matt Wood, MD at AMFA.
10 funds gain an elite rating from FundCalibre - IFA Magazine
WEBAug 17, 2023 · Seven newly Elite Rated funds: 1. Fidelity European. “This is a core European equity fund with a disciplined and cautious long-term focus. Although not an income fund, the team wants companies which can sustainably grow their dividends over time. The team describes its philosophy as ‘quality at reasonable price’.
Investments - IFA Magazine
WEBGBI Magazine July edition live now | Advice for the new tax year. GB Investments is a campaigning magazine for the financial adviser community, focussing on tax efficient investments such as EIS, Seed EIS, VCT, SITR and BR. Read the latest issue of GBI Magazine and all the latest news. Explore GBI.