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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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Curtis Banks’ Jess List talks to us about how the world of pensions has evolved
Jess List, Pension Technical Manager at Curtis Banks, talks to Rebecca Tomes about the changing world of pensions – exploring how the…
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NS&I increases interest rates on direct ISA, direct saver and income bonds
NS&I has announced today that it will be increasing the interest rates on its Direct ISA, Direct Saver and Income Bonds to…
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Morningstar to Acquire Wealth Management Platform Provider Praemium’s U.K. and International Business
Fast-growing wealth management platform brings advisers choice and efficiency, enabling better advice for investors Morningstar and Praemium Limited have announced this morning…
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UK borrowing falls in November as pandemic spending eases
UK public borrowing fell in November as spending on the pandemic eased and the furlough scheme came to an end, but was…
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Tuesday newspaper round-up: Walmart, hospitality, Unaoil, Selfridges
Major retailers are having to offload Christmas trees for £1 or less after shoppers shied away from UK high streets and retail…
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Johnson calls emergency Cabinet meeting to discuss Omicron
British ministers have been summoned to an emergency meeting of the Cabinet on Monday afternoon as the government responds to the rising…
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New IA research highlights wealth manager interest in private assets
New research into the opportunities in private assets for wealth management clients has found there is significant interest amongst wealth managers to…
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Hargreaves Lansdown partners with Door to digitise its fund manager due diligence process
Hargreaves Lansdown has announced a new strategic partnership with Door, the leading global digital due diligence and risk management platform. Hargreaves Lansdown…
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Manufacturing activity remains strong but supply chain issues grow – CBI
UK manufacturing activity remained strong in December but stock adequacy hit another record low, according to a survey released on Monday by…
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Omicron threat sees weekend shoppers abandon city centres
Concerns over the Omicron variant of Covid-19 saw shoppers increasingly abandoning retail destinations towards the end of last week, with retail analysis…