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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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Lenders step up support as advisers worry the pandemic has made it harder to spot vulnerable customers
New analysis of adviser sentiment on customer released today by leading equity release lender, more2life suggests that half of advisers say it is…
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Latest ONS data reinforces why workplace fertility and early parenthood support is required for all
Latest data from the Office of National Statistics (ONS) on Birth characteristics in England and Wales: 2020, released on 13 January 2022, reinforces…
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Pictet launches Private Equity strategy focused on Health
Pictet Alternative Advisors (PAA), the Pictet Group’s wholly owned alternative investment business, has announced the launch of a second thematic private equity…
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What is the Future of ESG Data? CAMRADATA’s latest whitepaper explores
A rising tide of regulation is encouraging pension funds and insurers to evaluate their Environmental, Social and Governance (ESG) credentials, but this…
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Prices set to jump as factories battle surging costs – CBI
UK manufacturers are poised to ramp up prices as they battle rising costs and labour shortages, a closely-watched survey showed on Tuesday.…
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New lang cat research finds healthy advice sector ‘doesn’t think one way about anything’
The advice sector is entering 2022 in rude health as firms look forward to increasing turnover and organic growth spurred by a…
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BMO Managed Portfolio Trust – Growth Portfolio and Income Portfolio perform well in changing market conditions
BMO Managed Portfolio Trust PLC today announces its unaudited interim results for the six-month period to 30 November 2021. Financial highlights Income…
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Inflation pushes government debt interest to December high
Laith Khalaf, head of investment analysis at AJ Bell, comments on the latest public sector finance figures from the ONS: “Money flowing…
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Dentons sees increase in new business and commercial property transfer business
Dentons Pension Management (“Dentons Pensions”), one of the UK’s leading specialist providers and administrators of self invested personal pensions (SIPPs) and small…
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Origo reaches one million transfers in a year milestone
2021 saw the Origo Transfer Service achieve one million transfers in a year, efficiently undertaking transfers for around 150 brands, with all…