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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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VCTs bounced back last tax year, and are set to boom
£668 million of VCT shares were issued in 2020/21, up 4% from a year earlier, and almost double the amount raised in…
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If Omicron is on the wane, can we expect an Experience Economy boom?
In this episode of Financial Insight we spoke to Harry Heartfield, Founder of Edition Capital, about how Omicron impacted the Experience Economy,…
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TISA CEO David Dalton-Brown steps down
TISA restructures operations following leadership transition TISA, the cross-industry financial services membership body, has today announced that CEO David Dalton-Brown (pictured) will…
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Standard Life completes £1.7bn full scheme buy-in with Gallaher Pensions
Standard Life, part of Phoenix Group, has concluded a £1.7bn bulk purchase annuity transaction covering all members of the Gallaher Pension Scheme…
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Macroscope: This US tightening cycle is different and market participants don’t get it
Ninety One strategist Russell Silberston discusses how the market is underestimating how far interest rates will rise, meaning bond yields have much…
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AJ Bell customer numbers up 27%
AJ Bell, one of the UK’s largest investment platforms, today issues a trading update in respect of the three months ended 31…
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BMO GAM’s Steven Bell comments on Biden’s first year in office
Commenting on the anniversary of President Biden’s first year in office, Steven Bell, Chief Economist, BMO GAM, said: “There is invariably a…
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SimplyBiz Mortgages announces launch of buy-to-let support service
SimplyBiz Mortgages has announced the launch of Buy to Let+ (BTL+), a new proposition created to support advisers either currently operating in,…
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UK house prices continue to rise as new listings dwindle
The number of new properties coming to market continued to slide in December, a closely-watched survey showed on Thursday, pushing house prices…
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FCA review finds evidence of growing competition in retail banking
Greater competition in retail banking is driving choice and lower prices for consumers and small businesses, despite the financial impact of the…