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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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Financing growth: Industry reaction as Labour reveals its plans for financial services with six policy priorities
With a UK General Election expected sometime later in 2024 and Labour flying high in the polls, the fact that Labour has…
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Going green: NS&I announces Issue 7 Green Savings Bonds at 2.95% AER
NS&I has announced today that Issue 7 of their Green Savings Bonds is now available at a fixed-rate of 2.95% gross/AER over…
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You have been warned! Six months on from Consumer Duty, MorganAsh’s Gething shares a roundup of recent FCA action on consumer vulnerability
It is now six months since the FCA’s groundbreaking Consumer Duty came into effect. Reflecting on progress so far, Andrew Gething, Managing…
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Follow the money: Mainstreet Partners’ Ianiri on why COP 28 made impressive steps but the crucial role of finance in climate action remains key
COP28 made strides in highlighting finance’s role in achieving Net Zero, but global players now must embrace the sustainable finance momentum says…
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Podcast #72: The ups and downs of setting up your own financial advice business. With Chartered Financial Planner, Jack Mason-Brown
For any financial planner, it’s never an easy thing to do to make the bold move of breaking away from an advice…
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Using life insurance as an alternative to holding assets in trust
Written by Jacob Fay, protection specialist at John Lamb Hill Oldridge. Within estate planning, the debate between procuring life insurance versus placing…
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One Four Nine Group appoints inaugural chairman
One Four Nine Group has appointed Chris Merry to the role of Chairman. Chris will be the first Chairman appointed by the…
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Invesco launches Discretionary Model Portfolio Service
Invesco announced that it is today offering the Invesco Discretionary Model Portfolio Service to the UK market. The service comprises a range…
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Multi-cancer early detection tests: a simple blood test has the potential to revolutionise cancer screening
Multi-cancer early detection blood tests offer a future where a single blood test can provide a routine, comprehensive screening for a range…
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Industry experts react to positive Nationwide HPI update
Nationwide’s latest HPI data highlighted that UK house prices rose 0.7% month on month in January. Following this news industry experts have…
