IFA Magazine - Financial planning and investment news
WEBInsight from Carmignac’s Leroux. Investments. It was an eventful summer, that eventually gave rise to a promising outlook, says Carmignac’s Frédéric Leroux, a member of the strategic…. IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever ...
Latest News - IFA Magazine
WEBThe Financial Conduct Authority (FCA) has published its Annual Report, which shows significant improvements in its authorisations service. Recognising the vital role that…. Regulation and Compliance. All the latest news for financial advisors covering all aspects of the industry, from industry experts covering the business, the economy and more.
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 ...
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 ...
Investments - IFA Magazine
WEBGBI Magazine 46 | The Importance of Diversity in Your Portfolio | September 2024. 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.
IFA Talk Podcasts - IFA Magazine
WEBPodcast #86: Succession shares their strength and passion for the present and future of the M&A market. This week on the IFA Talk Podcast, Jenny and Brandon explore a growing theme in the financial services industry: Mergers & Acquisitions…. IFA Talk podcast is designed for professional financial advisors, to provide the latest insight and ...
Calculus' Madeleine Ingram explains how to tackle tax planning …
WEBJan 24, 2024 · Income Tax relief: Investors can avail themselves of up to 30% Income Tax relief on investments.An individual investing £100,000 could reduce their Income Tax liability by £30,000. Capital Gains Tax (CGT) deferral: EIS enables investors to postpone Capital Gains Tax liabilities on profits generated elsewhere if the gains are reinvested in qualifying EIS shares.
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.
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 ...
Evelyn Partners expands into Tunbridge Wells with the acquisition …
WEBNov 3, 2023 · Deal will expand the firm’s professional services presence in the South East of England . Evelyn Partners, the leading wealth management and professional services group, is pleased to announce that it has acquired Creaseys Group Limited (‘Creaseys’), a firm of accountants and tax specialists who are based in Tunbridge Wells, Kent. Established over 150 years ago, the team of over 50 at ...
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