IFA Magazine - Financial planning and investment news
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Latest News - IFA Magazine
网页New 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,…. Regulation and Compliance. All the latest news for financial advisors covering all aspects of the industry, from industry experts covering the business ...
Publications: Magazines, reports and more - IFA Magazine
网页2024年9月3日 · 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 ...
NS&I celebrates 30 years of Premium Bonds £1 million jackpots – …
网页2024年4月2日 · “Celebrating the 30th anniversary of the Premium Bonds £1 million jackpot is testament to the love the nation has for this iconic way of saving, with over £30 billion in prizes of all sizes being paid out since the draw started back in 1957.
Labour and inheritance tax: what might we see from the new …
网页2024年7月26日 · 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.
The Fundsmith dilemma: should investors stay or go?
网页March 5, 2024. Fundsmith Equity Fund has been such a popular investment choice for many investors, however it has underperformed the MSCI World Index over a five year period. But there again, so have 80% of global equity funds – and let’s remember that Fundsmith Equity has still outperformed the average global fund over that period.
GBI - Great British Investments - IFA Magazine
网页About 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 ...
SJP announces changes to its £14bn Global Equity Fund
网页2021年11月19日 · Rob Gardner, Director of Investment Management at St. James’s Place, says: “We believe this will be a key part in helping us fulfil our promise to our clients of delivering financial wellbeing in a world worth living in. “As a £14bn fund, we have been working hard on these changes over the last few years and we are delighted to evolve it in a way that can reduce its overall carbon ...
IFA Talk Podcasts - IFA Magazine
网页With 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
网页2023年8月17日 · 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’.
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