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Trending Articles
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Gap between dream retirement age vs. expectation widens to 5 years: hopes of retiring at 62 fade as expectation shifts to 67
The Retirement Expectation Gap – the gap between when Brits want to retire and when they actually think they will be abl…
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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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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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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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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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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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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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What the Autumn Budget could mean for pensions
As the Government attempts to balance the books in the upcoming Autumn Budget on November 26 and tackle the 30–50 billio…
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Labour puts pensions, guidance and ISA reform front-and-centre of financial services agenda in its ‘Financing Growth’ plan
Today’s announcement by Labour of it’s first ever plan for financial services, entitled ‘Financing Growth’. As part of it’s plan, the party…
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How is SEIS used by portfolio companies to raise money?
SEIS is designed to help portfolio companies raise money when they begin trading. It does this by offering tax reliefs to individual…
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Dynamic Planner strengthens data analytics expertise to support development of data and analytics services
Dynamic Planner, the UK’s leading risk based financial planning system, has boosted its data analytics offering with two Data Engineer appointments. Saranya…
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SJP announces landmark brand advertising campaign
St. James’s Place (SJP), announces that it is set to launch its first ever national brand advertising campaign in 2024, bringing the…
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M&G appoints Emmanuel Deblanc as Chief Investment Officer of its £74 billion Private Markets business
M&G Investments today announces the appointment of Emmanuel Deblanc as Chief Investment Officer to lead its Private Markets business. The firm’s £74…
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RBC Brewin Dolphin launches new shares classes for its £6.5bn fund range
RBC Brewin Dolphin has launched two new shares classes for advisers (‘O’) and institutional investors (‘S’) for its £6.5bn MISM fund range.…
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Understanding SEIS with Haatch
In September 2022, the UK Government announced improvements to the tax-efficient Seed Enterprise Investment Scheme (SEIS) scheme, which gave investors the chance…
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Advisers reveal most challenging areas of Consumer Duty six months on
Advisers find ‘consumer support’ the most challenging Consumer Duty outcome area to comply with six months on from the regulation’s introduction, according…
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Will 2024 be the year of change? SimplyBiz’ Wiesner puts financial services under the microscope
In this blog for IFA Magazine, Fabian Wiesner (pictured), Head of Distribution Partnerships, SimplyBiz, dusts down his crystal ball and outlines why…
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Power of Attorney applications forecast to top 1 million for first time
It’s estimated that over a million people have registered for a power of attorney in 2023, driven by the UK’s ageing population.…