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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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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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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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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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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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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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Analysis reveals record-breaking private markets funds set for 70% growth by 2030
Global value of private assets held in funds has increased 9.6% this year to an all-time high of $14.05 trillion. Ocoria…
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Financial Insight Podcast: Opportunities in AgriTech
Over the next month Financial Insight will be speaking to a variety of EIS Fund Managers. We hope to demystify different areas…
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Morningstar: Global Sustainable Funds expand by 9% in Q4 2021
Global sustainable fund assets expanded by 9% in the fourth quarter, to USD $2.74 trillion by the end of December 2021. According…
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MGIM announces sustainable investment MPS
Momentum Global Investment Management will be adding a Sustainable Investment Managed Portfolio Service to its MPS range, alongside existing core strategies. This…
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Elasmogen: building antibodies to fight disease
GBI Magazine spoke to Dr Caroline Barelle, Founder of Elasmogen, to talk about her Start-Up journey, and how the Deepbridge Life Sciences…
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MPS – the solution for ESG investing and sustainable advice?
As advisers increasingly change their business models to accommodate advice on ESG investing and Sustainable Finance, ESG Accord’s Lee Coates warns that…
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PIMCO Washington Watch: A Busy February
By Libby Cantrill, Head of US Public Policy at PIMCO What is happening? Congress is back from recess this week for what…
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Square Mile Academy of funds report ratings round-up for January: One rating upgraded and one removed
One rating upgraded Ratings retained following reviews post corporate developments One rating removed Analysts at Square Mile Investment Consulting and Research (Square…
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Travel more, quit work, get divorced – wealthy reveal what they’d do if they won the lottery
The first thing most high-net-worth-individuals (HNWIs) would do if they won the lottery is ‘travel more’ One in eight (13%) would quit…
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Nearly half of employers admit their staff aren’t fully aware of the employee benefits they offer
Despite employers investing heavily in employee benefits, 44% of employers admit that their staff are not fully aware of the benefits they…
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Nationwide HPI: House price growth makes a strong start to 2022
Annual house price growth increased to 11.2% in January, from 10.4% in December Prices up 0.8% month-on-month Strongest start to the year…