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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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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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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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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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House prices spark in busiest start to the year
UK house prices continued to rise in January, marking the busiest start to the year on record, an industry survey showed on…
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Monday newspaper round-up: Fuel stress, GSK, Boots, Draghi
The number of households suffering from “fuel stress” – those spending at least 10% of their family budgets on energy bills –…
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David Bowie-style cremations booming on star’s anniversary amid affordability squeeze
Starman was among the first to opt for secret “direct cremation” without mourners or a service in 2016 Last year the numbers…
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Money worries top concerns of small business workers
67% feel mental well-being has been impacted by pandemic. As Blue Monday approaches on 17th January 2022, a new survey of the…
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HMRC’s cash take from tax compliance investigations falls by 28% to £1.1bn
Increase in tax evasion investigations likely as HMRC looks to find funds from elsewhere Crypto investors and buy-to-let landlords likely to be…
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Nearly seven in 10 pensioner homeowners eligible for State Benefits are missing out, Just Group’s annual customer insight report reveals
• Nearly half (49%) of homeowners eligible for benefits are failing to claim any benefit • £1,197 a year in benefit being…
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Landlords in the dark over the EPC rule change
15% of landlords surveyed have no knowledge of the upcoming changes to EPC rules Properties risk becoming ‘unrentable’ if landlords do not make…
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UK real GDP sees 0.9% rise in November
Daniel Casali, Chief Investment Strategist at Tilney Smith & Williamson, the wealth management and professional services group, comments on the latest UK…
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Square Mile MI Report: Advisers increasingly looking for inflation protection
Interest in investment outcomes suggests growing caution among advisers IA Mixed Investment 20-60% Shares most viewed sector Artemis moves up 17 places…
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PIMCO: December CPI data suggests U.S. inflation may be stabilizing, but hasn’t peaked yet
By Tiffany Wilding (pictured) and Allison Boxer, US Economists at PIMCO While the overall pace of core U.S. inflation in December 2021…