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What tax rises can we expect in the 2025 Budget?
Following confirmation that the 2025 Budget will be delivered on the 26 November, accountancy and business advisory firm…
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Octopus Ventures’ CEO Erin Platts gains additional role as CEO of Octopus Investments
Business and Development, Tax-Efficient Investment
Octopus Investments announces the appointment of Erin Platts as Chief Executive Officer of Octopus Investments, subject…
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A third of parents feel guilty when not around for their sick child – MetLife research
Watching your child take up a risky hobby is a big moment, according to a quarter (24%) of UK parents. Other core “bigge…
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Gilt market wobbles: what advisers need to know after yesterday’s turmoil
When UK government bond yields make the front pages, advisers know it’s time to sit up and take notice. Yesterday, the g…
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FCA data shows sharp contraction in UK financial services workforce as AI, regulation, and market pressures reshape the sector
New analysis of FCA permissions data reveals a sharp contraction in UK financial services, with regulated roles falling…
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Mortgage choice dips as lenders tread cautiously | M&PI 20 | September 2025
Mortgage & Property Investment Magazine
Autumn brings change – and new opportunities As we see out the end of summer 2025, in steps autumn, a season of change a…
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Date set for major UK Autumn Budget as Chancellor faces pressure on spending and tax
The Government has announced this morning that Chancellor of the Exchequer Rachel Reeves will deliver the UK Budget on W…
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House prices continue to rise at a steady pace, according to the latest Halifax HPI
The UK housing market continued to show signs of resilience in August, with house prices rising by 0.3%—the third consec…
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TEI Podcast #6: Navigating tax-efficient planning in an era of rising taxes with Diana French from Triple Point
Podcasts, Tax-Efficient Investment
In this month’s special TEI (Tax-Efficient Investment) special edition of IFA Talk, Matt and Jenny dive into the topic o…
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Government’s renters’ rights bill rejection exposes fundamental misreading of rental market
Following the Commons debate last night, which saw the rejection of nearly all non-Government amendments to the Renters’…
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The Bank of Mum and Dad flips: adult children set to financially support parents
Fresh research by Aegon has shown that younger generations of adults may no longer be able to rely on the so-called ‘Bank…
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UTB Becomes First Lender to Offer Sub-6% Second Charge Rates Since September 2022 Mini-Budget
United Trust Bank (UTB) Mortgages has announced rate reductions of as much as 164bps across its Second Charge product range. The specialist lender…
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AJ Bell’s Mike Summersgill urges Chancellor to commit to pensions ‘tax lock’ to deliver long-term stability for savers
Chancellor Rachel Reeves should use her first Budget coming up in just a few weeks’ time, to make a long-term commitment to…
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US election update | According to Franklin Templeton’s Stephen Dover, ‘uncertainty reigns’
With less than five weeks to the November 5 polling date, the US presidential as well as Senate and House majority outcomes…
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Fund manager opinion | What does the Fed move mean for the US, the markets and the global economy? Leading investment managers share their thinking
In September, the US Federal Reserve (Fed) surprised many as it announced the first cut to US rates for four years –…
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FTSE 100 cash yield bolstered by takeovers and buybacks alongside flat dividend forecasts
AJ Bell’s latest Dividend Dashboard report shows: AJ Bell’s investment director Russ Mould comments: “Any investor who sold in May, went away,…
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Top paying fixed bond rates plunge, says Moneyfacts
The top one-year fixed bond dropped month-on-month, resulting in deals paying over 5% exiting the savings market. Moneyfactscompare.co.uk reveals the state of play in…
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Global Wealth Management Group GSB Partners with London-based Mumble Forum
Financial services group GSB has partnered with London-based women networking club Mumble Forum. The partnership will aim to empower female entrepreneurs and business leaders through…
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27% increase in businesses transferring ownership to employees in a year to 542
The number of businesses transferring ownership to employees through Employee Ownership Trusts (EOTs) has jumped 27% to 542 over the past year*…
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Reaction as pension tax relief plans are reportedly being reconsidered
A report in The Times this morning indicates that plans to reform pensions tax relief for higher earners as part of the…
