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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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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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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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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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Celebrity splits shine light on need for financial advice during divorce
The separation of an Oscar-winning actress and Grammy-winning musician sparks questions for divorce and finances. While…
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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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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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Just Group FOI request reveals regions where high house prices cause the biggest IHT headaches
Residential property makes up nearly half the value (49%) of estates facing Inheritance Tax in London compared to a quarter or less…
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Apple’s new Digital Legacy function is a great move, but most people won’t use it – Zenplans
Apple has released its iOS 15.2 operating system and the upgrade includes a feature called Digital Legacy – this function allows iPhone…
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Investment company 2021 review: a record year
Record fundraising for investment companies in 2021 helped propel the industry to its highest ever level of assets under management, data from…
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Four key factors affecting financial planning in 2022
By Nick Sinclair-Wilson, Chartered Financial Planner at BRI Wealth Management 1) Changes to Taxation Starting with the obvious, as many will know…
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Merry Christmas Everybody
So here it is! After another year fraught with challenges and Covid concerns, and the omicron variant having done its level best…
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All I want for Christmas is a completed tax return
Last Christmas, 31,400 customers completed tax returns between 24 and 26 December. That included 20,200 on Christmas Eve and 2,700 on Christmas…
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Origo – Time to reflect on our achievements in 2021
Anthony Rafferty, CEO of Origo, urges the industry to contemplate its successes in 2021 and reflects on four of the FinTech’s key…
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Friday newspaper round-up: Selfridges, energy prices, Treasury
The family owners of Selfridges have sold out to a Thai retailer and an Austrian property company for an estimated £4bn ($5.36bn)…
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Omicron variant less likely to land people in hospital – HSA
The UK Health Security Agency said on Thursday that early findings had shown that people with Omicron were 50% to 70% less…
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US consumer prices rise at fastest pace in nearly 40 years
US consumer prices rose at their fastest pace in nearly 40 years in November amid surging inflation. Consumer prices increased 5.7%, up…
