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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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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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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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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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Fidelity Personal Investors balance safety and growth as cash and gold funds dominate in September
Investor behaviour on Fidelity International’s (“Fidelity”) Personal Investing platform in September highlighted a two-p…
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How to support your workforce remotely this January
Amy Tomlinson, Head of HR at MetLife shares some tips on how you can show your workforce that you’re there for them…
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Employers: pandemic has made it harder to support staff with menopause
Over a quarter of employers (28%) say that the pandemic has made it harder to know which employees might need menopause support,…
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Rathbone Greenbank’s top-three ESG themes for 2022
Biodiversity, just transition and regulation top list Progress on biodiversity a decade behind climate change Kate Elliot, head of ethical, sustainable and…
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Tenet further strengthens team with new promotions and hires
Leading financial adviser network announces new senior appointments. Tenet Group, one of the UK’s leading financial adviser support networks, has started the…
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Tesco wins as supermarkets back in favour over Xmas – Kantar
UK supermarkets became popular once again as sales their highest level since March 2020 over Christmas with Tesco emerging as the main…
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Herconomy aiming to become world’s leading neobank for women after successful fundraise
Herconomy, a global organisation which connects women to a range of economic opportunities through an innovative online platform, is aiming to grow…
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Yes, younger and part-time workers need to get in on the Pensions Act, too
A private member’s bill proposing to extend auto-enrolment to workers younger than 22, the current minimum age for auto-enrolment, as well as…
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FTSE 100 pension schemes grow IAS19 surplus over 2021 but ‘calm heads’ needed to navigate inflation and mortality assumptions
Latest analysis of FTSE100 pension positions by LCP’s Pensions Explorer shows that the combined IAS19 surplus now stands at around £60bn as…
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Fintel’s Ken Davy welcomes in 2022 – pandemic no obstacle for advisers reaching clients
Ken Davy, Chairman of Fintel sets a positive tone despite the challenges of Covid-19 as he welcomes advisers into 2022. “If someone…
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Spanish stroll: advising clients operating from or investing in Spain
International tax barrister Leon Fernando Del Canto outlines the Spanish tax residence rules so that advisers’ can ensure that their clients aren’t…