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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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Tiger, Tiger: What investors can expect in the Chinese New Year
With uncertainty hanging over markets, investors need to tread carefully in the Year of the Tiger. But as Ninety One’s investment professionals…
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IHT receipts rise to £4.6 billion
New data out today from HRMC shows that IHT receipts for April 2021 to December 2021 were £4.6 billion – £0.6 billion…
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FCA publishes guidance consultation for firms who seek to limit their liabilities
Firms using company or insolvency law to manage their liabilities have been warned they could face assertive action by the Financial Conduct…
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PIMCO: Pre-Fed Commentary
By Tiffany Wilding, US Economist at PIMCO With inflation still well above target and the unemployment rate now under estimates for the…
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Managing the great wealth transfer starts with talking to the children
By Gabrielle Beaumont, Managing Director at One Four Nine Group Since the Retail Distribution Review back in 2006 – an event that…
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Financial planners identify regulation as biggest challenge
Regulation is the biggest challenge to the way financial advisers work in 2022, according to a Personal Finance Society poll. A social…
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Optimising asset allocation over the long term: how the PruFund range of funds is managed in order to remain an industry-leading solution to market volatility
With so much uncertainty prevailing across global markets as the world tries to readjust to living with the Covid virus, the benefits…
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UK borrowing drops more than expected in December
UK government borrowing fell more than expected in December thanks to improved tax revenues, according to figures released on Tuesday by the…
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Tuesday newspaper round-up: Meta, Aviva Investors, Govia Thameslink
Mark Zuckerberg has announced his social media empire is building what he claims is the world’s fastest artificial intelligence supercomputer as part…
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Planet ESG | Delve into the PruFund Planet range
Lifting the lid on PruFund Planet This brief guide has been specially produced to help advisers and paraplanners to understand the unique…
