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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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FCA to review competition concerns in wholesale data markets
The FCA will launch 2 market studies and gather further information to investigate access to wholesale data. In response to a Call…
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On the Cards? – Corporate Re-Domiciliation to the UK
By Forsters LLP’s Stuart Hatcher and Lianne Baker The Government is consulting on whether the UK should effect a corporate re-domiciliation regime,…
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Key targets customer vulnerability with Aveni.ai
Equity release firm adopts speech analytics platform to improve ability to identify and support vulnerable customers. Equity release pioneer Key today revealed…
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Tavistock purchases minority shareholding in LEBC
Tavistock has announced that it has entered into an agreement to purchase 21% of the issued share capital of LEBC Holdings Limited…
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ZEDRA bolsters Pension Services offering with acquisition of PTL
ZEDRA, the fast-growing global specialist in Corporate Services and Global Expansion, Active Wealth and Fund Solutions, today announces the acquisition of leading…
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Adviser platforms see record number of firms buying investment companies
More advisory firms and wealth managers are buying investment companies on adviser platforms than ever before, according to data released today by…
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Mazars’ George Lagarias: Lack of normality means lack of visibility
George Lagarias, Chief Economist at Mazars, discusses the potential outlook for the year ahead. Week ahead “Last week saw the second-worst opening…
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Divorce Day: MetLife offers financial resilience tips for women navigating a divorce or change in relationship status
The 10th January marks ‘Divorce Day’; a day when family lawyers report an increase in enquiries as a result of the stress…
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Take-Two Interactive to buy Zynga in $12.7bn deal
Grand Theft Auto maker Take-Two Interactive has agreed to buy Zynga in a $12.7bn deal. Under the terms of the agreement, Take-Two…
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Pictet Asset Management’s Luca Paolini: “Omicron wave won’t sink stocks”
“The Omicron Covid variant may have led to more restrictions but the economic recovery remains resilient nevertheless, which means stocks don’t appear…