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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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Cost of ‘moderate’ retirement rockets by a third as inflation hits living standards
Tom Selby, director of public policy at AJ Bell, comments: “It was inevitable the surge in inflation we have seen over the…
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Air launches new Comprehensive Conversations Manifesto to establish standard of excellence in later-life lending advice
Air has launched a new Comprehensive Conversations Manifesto to establish a new standard of consumer-focused service excellence in the later-lending market for…
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Pension pot of £738,000 needed to achieve comfortable retirement says Quilter
New calculations from Quilter, the wealth manager and financial adviser, have found that for a single person to achieve a comfortable lifestyle…
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Octopus expands its shareholding in Seccl as co-founders Dave Harvey and Hugo Thorman depart
Octopus will grow its shareholding in Seccl as its two co-founders depart the business. Seccl was founded by Dave Harvey and Hugo…
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OMS appoints Kevin Blount as head of operations
One Mortgage System (OMS) has appointed Kevin Blount as head of operations. Kevin has over 20 years’ experience in the financial services…
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Podcast #73: How finding your niche can help you make a difference to your clients with Chartered Financial Planners Ian MacKendrick and Stephen Farnfield
Being part of a financial advice firm that has a clear mission that you can be proud of is sure to help…
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Experts react to house prices rising by +1.3% in January – Halifax HPI
Following the latest Halifax HPI update that showed average house prices rose by +1.3% in January, industry experts have given their thoughts.…
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Average house prices rose by +1.3% in January, the fourth monthly rise in a row
Property prices grew +2.5% annually, the highest annual growth since January 2023 with the typical UK home now costing £291,029, over £3,900…
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New PLSA estimates “a wake-up call” to government and industry – Steve Webb, LCP and others share reaction
Commenting on new estimates by the Pensions and Lifetime Savings Association (PLSA) released today of the annual income needed to fund a…
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PLSA’s latest Retirement Living Standards report shows change of UK public’s expectations
The latest update to the PLSA Retirement Living Standards (RLS) which is announced today, reveals a shift in the cost of retirement living…
