- Tax-free pension lump sum: how the 25% works in 2026/27
- Inheritance tax threshold 2026/27: how much can you leave tax-free?
- Independent vs restricted financial advice: what the FCA rules say
- How much do I need to retire in the UK? The 2026 numbers
- Do I need a financial adviser? When advice is required, and when it is a choice
- What are the benefits of using a financial adviser? What the evidence shows, and the trade-offs
- Retiring from work without retiring from life: purpose, identity and routine
- Trusts and family wealth: the main trust types and how they are taxed
- Pensions and inheritance tax from April 2027: what is changing
- Pension consolidation: when combining your pensions works, and when it doesn't
- Earning over £100,000: the higher earner's guide for 2026/27
- Inheritance tax on estates over £1 million: the reliefs and exemptions, explained
- SIPP vs SSAS: how the two pension wrappers compare
- Wealth manager or independent financial adviser: what's the difference?
- IHT and business relief: what changes in 2026
- Capital gains tax in 2026/27: rates, exemptions, timing
- The seven-year gifting rule, explained properly
- The 60% tax trap: how the personal allowance taper works over £100k
- Selling your business: the tax decisions that matter
Why I set up IFA Connect
I spent nearly ten years in wealth management. Part of that was at a restricted firm, and they were very good at what they did. Their clients were well looked after. But there was a limit to what they were able to recommend, and a limit to who they could take on, because the account minimums ruled out plenty of people who needed advice just as much as the clients we had.
Both of those things bothered me. People kept telling me they wanted advice that was fully independent, and there was no simple way for them to find it. Others were turned away for having the wrong amount of money rather than the wrong problem.
So we set IFA Connect up to do one job properly: understand what someone actually needs, then introduce them to the adviser best placed to help. That is why we speak to every person before we match them to anyone. Finding good advice on your own usually means calling round several firms, explaining your situation from scratch each time, and hoping you can tell the difference between them. We would rather do that part for you.
Sam Iglesias, Founder
