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Trending Articles
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Gap between dream retirement age vs. expectation widens to 5 years: hopes of retiring at 62 fade as expectation shifts to 67
The Retirement Expectation Gap – the gap between when Brits want to retire and when they actually think they will be abl…
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Optimism Ahead of Autumn Budget | Tax-Efficient Investment Magazine Issue 1 | October 2025
Tax-Efficient Investment, Tax-Efficient Investment Magazine
Hello and welcome to the very first issue of our Tax-Efficient Investment (TEI) Magazine! You may have seen that we rece…
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Chancellor Rachel Reeves’ fiscal rules challenge: Three scenarios we could see in the Autumn Budget
Despite efforts to restore credibility, the UK’s fiscal framework is struggling to convince markets. With growth slowing…
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The case for smarter mortgage advice | M&PI 21 | October 2025
Mortgage & Property Investment Magazine
Turning a new leaf in mortgage and property insight As autumn makes its arrival and the leaves begin to turn, this month…
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YouGov poll ahead of November Budget shows over half of the British public want complete abolition of IHT
A YouGov poll commissioned by law firm Kingsley Napley shows 54% – over half of the British public – now want a complete…
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How Aviva’s new guaranteed fixed term income plan reflects modern retirement needs
In the following analysis, Claire Reed, Director of Individual Annuities at Aviva, explores how the insurer’s new Guaran…
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HMRC’s “big data” tax investigation system brings in extra £4.6bn tax in 2024/5 says Pinsent Masons as tax payers face ‘far greater scrutiny’
HMRC’s big data tax investigation system “Connect” has delivered a £4.6bn boost to the Treasury in the past year, a 35%…
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In a ”late-cycle” macro environment, stay risk-on but build diversification: Aberdeen Q4 House View
Aberdeen, the specialist asset manager, has issued its latest quarterly ‘House View’ on the macro-economy and investment…
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Podcast #143: How advisers can help clients avoid a retirement income shortfall with Gill Millen, Managing Director at Bowmore Financial Planning
This week on IFA Talk, Matt Williams and Jenny Hunter are joined by Gill Millen, Managing Director at Bowmore Financial…
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What the Autumn Budget could mean for pensions
As the Government attempts to balance the books in the upcoming Autumn Budget on November 26 and tackle the 30–50 billio…
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PFS to challenge FCA’s advice perceptions
The Personal Finance Society is looking to gather evidence of the value of advice to challenge the Financial Conduct Authority’s perceptions. The…
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Pension Justice’s advice to IFAs
When undertaking a pension review on behalf of new clients, IFAs sometimes find that their clients have previously been mis-sold pensions by…
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Johnson shakes up ministerial team
Boris Johnson has named Jacob Rees-Mogg minister for Brexit opportunities and government efficiency as part of a reshuffle of his ministerial team.…
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An exclusive look at the Heat Recruitment Salary Survey 2022
For many years now, the team at Heat Recruitment in Bristol have been collating retrospective analytical data from their in-house software systems.…
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PIMCO: Deja-vu All Over Again at the ECB?
By Joachim Fels, Global Economic Advisor at PIMCO The European Central Bank’s hawkish pivot last week, along with the Bank of England’s…
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The onshore bonds market is changing
By Mark Lambert, Head of Onshore Distribution at HSBC Life (UK) Fears of a global recession and worries about rising inflation top…
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DWP pensions regulatory changes must be brought into Government ‘Regulatory Initiatives Grid’ to plug ‘glaring gap’, says Aegon
In its response to the Treasury consultation on a new post Brexit financial services regulatory framework (which closes 9 February), Aegon has…
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Invesco finds UK is only C20 country set to meet net zero target
100 days on from COP26, Invesco research reveals C20 countries will struggle to meet emissions pledges. Invesco has conducted research to track…
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NHS England and NHS Improvement risk breaking promises to GPs due to unnecessary tax deadlines and burdensome administration
Quilter is warning today that GPs only have until Friday 11th February to file for 2019/20 annual allowance compensation, as promised by…
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Video calls “the foundation of modern financial advice”
Financial planning was always a face-to-face gig. That was the whole point: clients received personal attention and tailored advice from their trusted…