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Trending Articles
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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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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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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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AJ Bell launches two-year partnership with new mental health service ‘Stop.Breathe.Think’
AJ Bell has donated £60,000 to a new long-term community partnership which will see it fund and support Stop.Breathe.Think in the North West.…
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Tavistock acquires Morgan Financial Group Holdings Limited for £3.7m
Tavistock has entered into an agreement to acquire the entire issued share capital of Morgan Financial Group Holdings Limited (“Morgans”), an independent…
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London City recruitment racing past pre-pandemic levels
The latest employment figures from Morgan McKinley suggest that City recruitment is recovering well from the Covid crisis and is on target…
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NIESR forecasters to strike over below-inflation pay offer
Economic forecasters are set to stage a two-week walkout over, ironically, below-inflation pay offers. Researchers and economists at the National Institute for…
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Blue Monday: How can employers boost employees’ financial wellbeing?
Today is Blue Monday, the most depressing day of the year. With this in mind, it is vital that employers consider how…
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Blue Monday? Met Life reminds of opportunity to refocus and renew
As we continue to weather a mental health pandemic, it’s important to remember your employee and what they may being going through…
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HMRC forced to refund over £800m in overpaid tax on pension withdrawals – time for the ‘money merry-go-round to end’ – Steve Webb, LCP
HMRC has today published the latest quarterly figures for the amount of money which it has had to repay to people who…
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How to help a client who has been mis-sold a pension
By Paul Higgins, Pension Justice When carrying out a pension review for a new client, you may encounter a possible act of…
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Government confirms ‘Stronger Nudge’ plans to boost retirement guidance take-up
The Department for Work and Pensions (DWP) has confirmed plans which will see savers nudged towards official guidance from Pension Wise (Government…
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Amazon halts UK Visa credit card ban – was this a strategic power move?
Amazon u-turns as it announces this morning that the Visa credit card ban will not come into play this week. This comes…
