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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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What is the essential purpose of EIS?
The purpose of EIS is to provide a source for younger and smaller-scale UK companies that are at an early-stage investment, with…
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Merger & Acquisitions (M&A): an outlook for the IFA market
We are delighted to invite you to attend our upcoming webinar, in association with Succession Wealth. Join us on Tuesday 27th February…
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No surprises as government opts not to rock the boat in automatic enrolment review
Following news of the review of the automatic enrolment earnings trigger and qualifying earnings band for 2024/25, Jon Greer, head of retirement…
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EXCLUSIVE: YFM Equity Partners’ David Hall on enhancing business efficiency and the risks of investing in young companies
In the first in our series of exclusive interviews with industry experts, David Hall, Executive Chairman at YFM Equity Partners, provides his…
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Perenna’s flexible long-term fixed rate mortgages now starting at 4.99%
Perenna reduces pricing on its flexible long-term fixed rate mortgage range by up to 50bps, and has extended its range of terms, now…
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Cash ISAs thrive and remain essential for savers
Cash ISAs are thriving, with savings providers offering better rates than a year ago. The latest analysis by Moneyfactscompare.co.uk highlights the latest top rates…
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Parents unaware they’ll be hit with tax for their children’s savings
Laura Suter, director of personal finance at AJ Bell, comments: “Parents are unknowingly sleepwalking into a surprise tax bill as they aren’t…
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360 Dotnet and Mortgage Brain collaborate to revolutionise mortgage submissions
360 Dotnet the multi-award winning FinTech CRM platform, is thrilled to collaborate with Mortgage Brain, a renowned technology provider. This partnership will…
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Call to raise state pension age to 71 shows political parties must detail plans: Aegon
Aegon has made a fresh call on the UK’s political parties to detail their plans over the future of the state pension.…
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AML compliance failures are rife in the UK – SmartSearch’s new report and damning figures
An analysis of more than 1,600 ‘anti-money laundering (AML) events’ recorded across the UK in the last decade shows money laundering is…