Exclusives
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How advisers enhance value in a changing protection landscape
Written by Mike Pritchard, Programme Manager (Distribution Quality Management), Retail Protection, L&G As many people face up to high living costs, balancing…
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Stress doesn’t always look like stress: former adviser James Woodfall shares this deeply personal reflection
In high-performance professions like financial planning, stress rarely shows up as drama or breakdowns—it hides in plain sight. In this compelling blog…
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Preparing for the 2026 tax shift : succession planning insights for family businesses from legal expert
As sweeping changes to inheritance tax and business relief loom, succession planning has never been more critical. Stephanie Parish, Partner in Private…
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Teachers’ pension valuation delays: legal expert explains how advisers can help divorcing clients navigate the backlog
Hundreds of teachers have faced life-altering delays in divorce proceedings due to long wait times for pension valuations. With legal action now…
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Family Investment Companies come of age! ~ David Batchelor, Wills & Trusts Partnership Ltd, shares an often overlooked estate and IHT solution
The October Budget turned Inheritance Tax (IHT) on its head. Any client that had an IHT liability probably had it increased significantly…
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Why PMI should be part of an adviser’s toolkit
Written by Ahmed Bawa, CEO of Rosemount Financial Solutions (IFA) In today’s financial advice landscape, it’s becoming essential for advisers to deliver…
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Steady hands and clear plans to support clients through financial planning shifts
Whether it’s inheritance tax reform creeping closer, pensions losing their once-sacred place outside the estate, or market ups and downs making clients…
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Preparing for September’s ‘Failure to Prevent Fraud’ offence
Written by Laurent Sarrat, co-founder and CEO of fraud detection and prevention company, Sis ID A wave of international payment regulations is…
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Should you bet on a unique tree or a ‘forest’ of stocks? Vanguard’s Lewis highlights lessons of diversification
Wealth creation in equity markets is driven by a tiny fraction of stocks—so small, in fact, that missing just a handful could…
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Ten years on from pension freedoms: what have we learned? Fidelity digs into the data…
It feels like a lifetime ago now, but April 2015 marked a truly seismic shift in the retirement planning landscape. Pension freedoms…
IFA Talk Insurance and Protection is the new addition to the IFA Talk podcast family, where we discuss the latest topics relevant to Insurance and Protection professionals.