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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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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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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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Autumn Budget: UK Banks in the crosshairs
UK banks could face higher taxes as the Chancellor looks to raise revenue, with a surcharge hike or tweaks to Bank of En…
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Fidelity’s Market Week: Tom Stevenson, Fidelity International, comments on gold – and other market forces this week
Gold surges and global markets roar ahead as investors chase safe havens and growth opportunities. Tom Stevenson, Invest…
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Navigating market uncertainty: Financial advisers on elections and planning
Written by Chris Metcalfe, IBOSS Chief Investment Officer, part of Kingswood Group Understanding market reactions to elections Elections invariably stir up a…
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A year of consumer duty: evaluating mortgage industry support for vulnerable clients
Written by Chris Little, Chief Revenue Officer, finova With July 31st marking the one-year anniversary of the Consumer Duty for open products…
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Science-based strategies to effectively manage stress
Written by Reeva Misra, CEO and founder of Walking On Earth Wellbeing is a subject that’s rightly been moved up the agenda…
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With Consumer Duty in mind, complying with Customer Detriment and Foreseeable Harm rules is key – says Origo’s Anthony Rafferty
Customer Detriment and Foreseeable Harm can lie as much in providers’ back-office standards of service and the impact they may have on…
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FCA to turn Consumer Duty on itself in regulatory rules review
The FCA has launched a ‘call for input’ on its own rules with the aim of reducing paperwork and supporting economic growth…
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UTB Mortgages Enhances Premier Club Benefits with FREE Valuations on Residential Mortgages
United Trust Bank (UTB) Mortgages now offers FREE valuations on residential mortgages to its UTB Premier Club members. UTB launched its Premier Club…
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Nearly two-thirds of older generation use online platforms to demystify later life finances
Almost two thirds of (62%) UK homeowners aged 55 and over would look to price comparison websites (PCWs) to compare different financial…
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82% of policyholders report no change in insurance provider’s interactions post-Consumer Duty, reports NTT DATA UK&I
New research from NTT DATA UK&I reveals 82% of consumers reported no change in interactions with their insurance provider following the Consumer…
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Suffolk Building Society reflects on the new Planning & Infrastructure Bill
Suffolk Building Society reflects on the Planning & Infrastructure Bill formally announced this month and makes suggestions that could be incorporated to…
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The investment potential in breakthrough cancer treatments
By Ailsa Craig & Marek Poszepczynski, portfolio managers, International Biotechnology Trust Thirty years ago, cancer therapy relied heavily on well-established methods of…
