IFA Talk

Joining us is James Rae, Head of the AIM Inheritance Tax Service at Charles Stanley—one of the UK’s leading wealth management firms. Charles Stanley’s award-winning AIM service has helped countless advisers, and their clients navigate the complexities of IHT planning. 

In this episode James will share his insights on how this service works, what makes it stand out, and how advisers can confidently offer it to their clients. He also very kindly looks into the future to give us his opinion on what the Labour government may say about AIM in the Autumn Budget 2024! 

Welcome to our latest IFA Talk podcast – which this week is our latest Mortgage and Property special edition. 

On our agenda today, are the MANY challenges facing first time buyers in the property market, which are amongst the most difficult they’ve faced for over 70 years.

In this week’s episode of IFA Talk, we tackle a pressing issue: the financial advice gap. Did you know that in 2023, 10 million people sought financial advice, but only 4 million received it? That leaves a staggering 6 million people without the guidance they need. Brandon and Jenny sit down with Karen Barret, CEO and Founder of Unbiased, to explore what’s preventing financial advisers from reaching more people and the barriers standing in their way.

In this week's episode, Brandon and Jenny chat with Jordan Sriharan, a Fund Manager at Canada Life Asset Management, to break down what’s ahead for the rest of 2024. 

Jordan talks about all the big stuff, such as how fund managers like himself are adjusting to all the shifting pieces in the markets, changes in UK interest rates and what the upcoming U.S. election could mean for global markets. These are shaping how people are thinking about strategy, risk management, and asset allocation during these unpredictable times. 

Sue and Brandon’s guest on this week’s IFA Talk podcast is Huw Davies, an Investment Manager in the Fixed Income - Absolute Return team, at Jupiter Asset Management. 

In this week’s edition of the podcast, Sue and Brandon are turning their attention to end of life planning. Specifically, about how advisers can help clients to prepare for that eventuality.  Their expert guest is Mark Wood,  Chairman  at Funeral Concierge Service, Everest.

As we look back on the first year of the FCA’s new Consumer Duty, we wanted to find out what it has actually meant for IFA and wealth management businesses in practice.

Questions like what does Consumer Duty look like for advisers now? What’s actually changed on the front line within advice businesses? Were advice firms really ‘already doing it’ as was often suggested? What about technology? How has that adapted? These were all on our mind. 

In this week’s IFA Talk podcast Sue and Jenny are marking the first anniversary of the Consumer Duty by exploring what the new reality has actually been like for financial advisers over this past year. So, is it doing what it says on the tin? 

On today’s episode of IFA Talk, we bring you a mortgage and property special with a focus on the role of building societies in the specialist lender market and the mortgage market in general.

To help us through this discussion, our guest this week is Laura Sneddon, Head of Mortgage Sales and Distribution at Hinckley and Rugby Building Society.

This week on the IFA Talk Podcast, Jenny and Brandon explore a growing theme in the financial services industry: Mergers & Acquisitions (M&A).

More and more businesses are choosing to explore a potential merger or sale of their companies, whether it be due to upcoming retirements or increasing regulatory costs, as a way of ensuring their and their client’s legacies can continue.