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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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Aegon: Soaring inflation of 5.4% piles pressure on Government to ease the cost of living crisis
State pensioners and those on benefits facing ‘one step forward, two steps back’ Steven Cameron (pictured), Pensions Director at Aegon said: “December’s…
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Covid Plan B to end in England
The latest Covid-19 restrictions will end in England from 26 January, the prime minister announced on Wednesday. Addressing MPs in the House…
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AJ Bell comments on FCA tightening rules around high-risk investments
Laura Suter, head of personal finance at AJ Bell, comments on the FCA’s plans to tighten the rules around high-risk investments: “There…
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House prices jump in November – ONS
House prices jumped in November, official data showed on Wednesday, as growth picked up again following the end of the stamp duty…
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Three funds investing in companies with pricing power
With US inflation hitting 7% and UK inflation coming in today at 5.4% – its highest level since 1992 – both business…
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Has recent market volatility caused problems for advisers? A brief retrospective on some of the investment impacts of the Covid-19 pandemic
Let’s cast our minds back just two years ago when, on 30th January 2020, the World Health Organisation (WHO) declared the Covid-19…
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The virtues of virtual: will remote client meetings outlive lockdown?
The Covid-19 pandemic has affected every aspect of our lives and has meant that many industries have had to change and adapt…
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Curtis Banks comments on the Government’s response to the Treasury Committee’s Tax After Coronavirus report
Jessica List, Pension Technical Manager at Curtis Banks, has commented on the Work and Pensions Committee report “Protecting pension savers—five years on…
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CPI hits highest level on record
Laith Khalaf, head of investment analysis at AJ Bell, comments on the latest inflation figures from the ONS: “Inflation is going to…
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SMP reveals ‘brave new world’ for mortgage professionals
The Society of Mortgage Professionals has identified the opportunities facing the profession in 2022 and shared how the membership body will help…