IFA Talk

In this week’s IFA Talk podcast, we’re talking tax planning – especially capital gains tax.

Sue and Brandon welcomed the ideal guest to talk to about this subject – it’s Rachael Griffin, Quilter’s Head of Tax and Trusts. Rachel is not only a tax expert but one with a sound grasp of the financial planning process too – something which comes through loud and clear during this conversation.

Our podcast guest this week is well placed to shed some light on what’s going on in 2023. Tune in to hear Sue and Brandon chatting to Andrew Hardy, Director of Investment at  Momentum Global Investment Management.

Talking to Sue on the podcast is Robert Caplan. Rob is Financial Planning director at the Chartered Financial Planning firm, First Wealth, but today he’s talking to Sue in his capacity as the co-founder of Thrive Money.

We always enjoy our conversations with IFA Talk podcast guests. However, someone we’ve been keen to get on the pod for ages is this week’s guest, Steven Cameron.

Steven is Aegon’s pensions director and not only does he know a thing or two about pensions, but he’s always got his finger on the pulse of regulatory changes too. 

Tune in to hear Sue and Bex’ conversation with Ninety One’s Graeme Baker. Graeme is a portfolio manager in sustainable equities within Ninety One’s Multi-Asset team. He’s also the co-portfolio manager for Ninety One’s Global Environment strategy. 

In this week’s IFA Talk podcast, we’re talking investment. In particular, we’re looking at the relative performance of active and passive funds throughout 2022 - and we’ve certainly got a few surprises in store for you. 

However, we’ve got the right person to talk to about this age-old debate. And it’s Laith Khalaf, AJ Bell’s Head of Investment Analysis. Laith is the man behind some detailed research which AJ Bell carried out late last year so we thought we’d like to talk to him to find out more. 

Identifying that the ethnicity pay gap exists in financial services is one thing - but doing something about it is a wholly different matter.

Today, as we kick off our 2023 IFA Talk podcast schedule, we’re delighted to welcome two guests who are certainly walking the walk as well as talking the talk when it comes to closing the ethnicity pay gap. 

Tune in to hear Sue and Bex’ powerful conversation with Kohinoor Choudhury, Senior Campaigns Officer of diversity, equity and inclusion at ShareAction, and Lutfur Ali, Senior Policy Advisor Equality, Diversity, Inclusion and Transformation at the Chartered Institute for Personnel and Development (CIPD). 

In this week's episode of IFA Talk – the show where we talk to people who matter about subjects that matter in the world of financial services and financial advice – IFA Magazine's Editor Sue Whitbread and IFA Talk's technical editor Brandon Russell are joined by Paul Fidell, Senior Business Development Manager at Prudential.

In the latest episode of IFA Talk, Sue and Bex are joined by Andrzej Pioch, Fund Manager in the Multi-Asset Funds team at Legal and General Investment Management (LGIM).

In the latest episode of IFA Talk, Sue and Bex had the pleasure of talking to industry veteran, and Redington’s Managing Director of Wealth, Nick Blake!

With 10 years at Vanguard and over 20 years at Standard Life under his belt, Nick reflects on his extensive experience in the industry - and shares his invaluable knowledge with IFA Talk listeners. In addition, Nick also tells Sue and Bex all about his current position at Redington, where he leads growth by supporting UK wealth and investment managers.