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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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PIMCO: Cyclical Outlook Key Takeaways – Investing in a Fast Moving Cycle
By Tiffany Wilding, US Economist, Tony Crescenzi, Portfolio Manager and Andrew Balls, CIO of Global Fixed Income at PIMCO. Over the past…
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Brewin Dolphin puts sustainability at heart of its RHS Chelsea Show garden
Brewin Dolphin returns to RHS Chelsea Flower Show this year with a show garden that has been designed to showcase how a…
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EQ Investors: Three things we think will happen in 2022
By Louisiana Salge, Senior Sustainability Specialist at EQ Investors. Sustainability has developed into a significant part of the investment landscape in recent…
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Vitality introduces new product charge offer of 0.15% or less per year
Vitality has introduced a new, limited-time offer, which will see annual product charges of just 0.15% or less, with a charge cap…
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WorkLife by OpenMoney joins forces with Octopus to make electric vehicles affordable for more workers
WorkLife by OpenMoney, the employee benefits platform has partnered with Octopus Electric Vehicles (Octopus EV) to add an electric vehicle leasing scheme…
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Parents saving for their kids prioritise the familiarity of high street banks over the potential to secure higher returns elsewhere
Three of the UK’s biggest banks hold a dominant 57% share of the junior cash ISA market based on number of account…
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GenM launches world’s first menopause awards
GenM launches awards celebrating the progress brands and businesses are making to improve the menopause experience for everyone. GenM is launching the…
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What will be the key technical areas and themes for pensions in 2022?
After a relatively quiet couple of years for pensions, 2021 saw a number of consultation papers, proposals, and studies which could suggest…
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Carmignac launches model portfolio service in partnership with SimplyBiz, as three-year managed distribution deal agreed
SimplyBiz and Carmignac have partnered to launch a bespoke range of model portfolios, designed specifically for advisers’ use. The new portfolios were…
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Vala appoints Lian Michelson as investment director and opens new tranche for Sustainable Growth EIS
Vala Capital, the entrepreneur-led venture capital firm, has appointed Lian Michelson (pictured), a successful entrepreneur and experienced angel investor, as investment director…