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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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House prices begin 2024 on a more upbeat note – Nationwide HPI
UK house prices rose 0.7% month on month in January with further recovery in annual rate of change, and prices down just…
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Nucleus announces removal of exit fees for Curtis Banks customers
Nucleus Financial Platforms has announced the removal of exit fees for customers of Curtis Banks SIPP products. The change will apply to…
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Evelyn Partners delivered record inflows, AUMA and operating income in 2023
Evelyn Partners today announced a trading update for the three months ended 31 December 2023. During Q4 the Group continued to attract significant…
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Rosemount Financial Solutions (IFA) partners with SortRefer
Rosemount Financial Solutions (IFA), the independent mortgage and protection network, has today announced a partnership with conveyancing panel, SortRefer. The new relationship…
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The best UK cities for eco-conscious employees
A new study conducted by The Electric Car Scheme has revealed the greenest cities in the UK, using data like the number of electric…
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EM fixed income is attractive as Fed looks to cut rates this year – Ninety One
Ahead of today’s Fed interest rate decision, Werner Gey van Pittius, Co-Head of Emerging Market Fixed Income at Ninety One has commented.…
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Less than 1% of Capital Gains Tax paid through HMRC’s Real Time Service
On the 31st January deadline to pay any reported Capital Gains Tax (CGT) bills, new Freedom of Information data collected by Quilter, the…
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6 months on from Consumer Duty: Fairer Finance’s James Daley looks at what’s changed and what’s to come
Six months since the introduction of the FCA’s Consumer Duty (31st January 2024), James Daley, managing director of consumer group and ratings provider,…
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Regulated firms at breaking point amid increased regulatory burden and budget pressures
Firms must relinquish outdated and time-consuming compliance processes in light of tighter budgets and increasing regulatory burden, digital compliance experts at SmartSearch…
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Five top tax return tips as 31 January deadline looms
Last year HMRC saw over 800,000 people file their tax return on deadline day, with 36,000 doing so in the hour before…