Publications
Explore our latest publications such as our popular IFA Magazine and GBI Magazine, as well as a host of special supplements and annual reports.
Latest issue of IFA Magazine
IFAM 127 | Not if, but when | April 2024
Not if, but when… Spring finally seems to have arrived! Since our last edition, we have had the Spring Budget and the Bank of England (BoE) rate announcement to name but a few important landmarks. This has kept us, like all of you I am sure, quite busy over the last...
Latest issue of GBI Magazine
GBI 44 | Opportunity and risk | April 2024
Hello, and welcome to the third issue of GBI Magazine this year. Tax year-end is now firmly in our sights, as we bring you yet another magazine full of exclusive content and valuable insights from industry experts. We kick things off with the second part of our...
Mortgage & Property Magazine
Mortgage & Property Investment Magazine | Issue 6 | April 2024
As we come into spring after what has felt like months of cold and darkness, a busy few months lie ahead. Tax Year end paired with a potential summer property boom will see both us at Mortgage and Property Investment Magazine, and our readers, as busy as ever. A...
Other Reports and Special Supplements
Fixed Income Investments 2024: latest Annual Report is available NOW
We are delighted to announce that our inaugural report into Fixed Income investments is now available to readers. Researched and written by leading Compliance Consultant Tony Catt, this digital report focuses on global fixed income markets in 2024, bringing expert...
Tax Efficient Investments Sector Research | Annual Report 2024
IFA and GBI Magazine are delighted to present the Tax Efficient Investments Sector Research Report 2024. Following the success of our earlier reports, we have combined each of the schemes (EIS, SEIS, VCT and IHT/BPR/AIM) into this 300+ page report which we believe...
Inheritance Tax Solutions including Business Property Relief and AIM Investment (IHT/BPR/AIM)| Annual Report 2024
Welcome to the Inheritance Tax Solutions (IHT/BPR/AIM) Research Report 2024, the fourth in our series of focused reports on the tax-efficient sector for this year. By some measures you could argue that Inheritance Tax (IHT) isn’t such a big deal. IHT receipts comprise...
Venture Capital Trusts (VCT) | Annual Report 2024
Welcome to the Venture Capital Trusts Annual Report 2024, the third in GBI Magazine's series of focused reports on the tax-efficient sector. The series will cover SEIS, EIS, VCTs and BR/IHT in four parts over the next few weeks and will be combined into our annual Tax...
Enterprise Investment Scheme (EIS) | Annual Report 2024
Welcome to the Enterprise Investment Scheme Annual Report 2024, the second in GBI Magazine's series of focused reports on the tax-efficient sector. The series will cover SEIS, EIS, VCTs and BR/IHT in four parts over the next few weeks and will be combined into our...
Using smoothed With Profits within financial planning solutions
In this series of four case studies Wesleyan looks at how using smoothed With Profits can help deliver effective financial planning solutions for your clients. They have introduced a modern version of With Profits to the smoothed fund market – a transparent life and...
Seed Enterprise Investment Scheme (SEIS) | Annual Report 2024
We are delighted to bring you the first part of our serialised annual report series, covering the essentials of investment in SEIS. The series will cover SEIS, EIS, VCTs and BR/IHT in four parts over the next few weeks, and will be combined into our annual Tax...
Managed Portfolio Services (MPS) | Annual Report 2023/24
We are delighted to announce that our comprehensive annual Managed Portfolio Services (MPS) report is now available for financial advisers. This report is the fourth in the series of reports revisiting the world of Managed Portfolio Services and looks to provide...
Sustainable Investment Research: Annual Report 2023 available now
We are delighted to present the latest in our IFA Annual Report Series, the Sustainable Investment Research Report 2023. This report provides a detailed look into the world of ESG Sustainable Investment with key information provided by leaders in the space such as...
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 approved by the UK government. Discover these and a range of reports and special supplements below.
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The Leasehold and Freehold Reform Bill Beyond Headlines
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UK inflation down to 3.2% – but what does it mean for interest rates? Analysis from across the industry
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How could Iran’s attack on Israel affect markets?
Analysis from John Plassard, senior investment specialist at Mirabaud Group, into how Saturday night's attack by Iran on Israel might affect...
Is energy security siphoning power from the green energy transition? – RBC Wealth Management
By Frédérique Carrier, Head of Investment Strategy in the British Isles and Asia at RBC Wealth Management. Russia’s predatory move on Ukrain...
Three-quarters of UK investors re-assessing investment plans amid cost-of-living crisis
The cost-of-living squeeze is dramatically affecting people’s investment plans and activity, according to the latest Investment Forces ...
Insight Investment: Finding value in shifting fixed income markets
Written by Peter Bentley, co-manager of the BNY Mellon Global Credit Fund and deputy CIO of fixed income at Insight Investmen...
Defaqto reveals top 10 recommended Multi-Asset investment solutions in Q1 2024
Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has identified the top 10 most recommended multi...
