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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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Top 5 reasons to invest in a Venture Capital Trust (VCT), according to Calculus’ Director Francesca Rayneau
As the financial year draws to a close, and with HMRC showing a 50% increase in people paying at least 40% income…
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‘The three stages of emotions about the Fed’: MFS IM’s Benoit Anne shares views ahead of Fed meeting
In this analysis, Benoit Anne, Managing Director – Investment Solutions Group of MFS Investment Management, looks ahead to the Fed meeting on…
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Vanguard’s Bank of England Preview Commentary: Laying the path for rate cuts
Ahead of this week’s interest decision from the Bank of England, Shaan Raithatha, Senior Economist & Strategist at Vanguard has commented. Shaan’s…
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The road ahead: SEI’s Womack shares practical tips for advisers keen to ensure a forward-thinking client proposition
It’s certainly an uncertain world out there for advisers. In this article for IFA Magazine, J. Womack, Global Head of Investment Solutions…
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CISI launches mental health and addiction awareness e-learning modules
Financial services professionals globally are being offered the opportunity to learn how to boost their wellness, both personally and in the workplace…
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Majority of HNWIs face mortgage rejections and having to stump up bigger deposits, Investec research shows
The vast majority of high net worth individuals (HNWIs) have faced mortgage rejections and had to accept lower loan-to-value (LTV) ratios than…
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Over a quarter of UK workers forced to cancel insurance policies due to affordability concerns – The Exeter
As household budgets continue to be squeezed, research from The Exeter shows that over a quarter (26%) of UK workers have cancelled…
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Legal & General unveils new lifetime mortgage pricing approach tailored to customers
Legal & General Home Finance has introduced a new personalised approach to lifetime mortgage pricing, which helps provide customers with the best…
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Nucleus calls for independent long-term savings commission
Nucleus has reignited its call for an independent long-term savings commission with an open letter to the pensions minister and his counterparts…
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Titan Alternatives, formerly Haibun Wealth, launches £50m Fuel Ventures VCT fund
Fuel Ventures has launched a £50m VCT fundraise to be listed on the London Stock Exchange with Titan Alternatives Limited (formerly Haibun Wealth), who have…