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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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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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Seed Enterprise Investment Scheme (SEIS) | Annual Report 2024
We are delighted to bring you the first part of our serialised annual report series, covering the essentials of investment in SEIS.…
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IBA announces appointment of Lloyds Bank to lender panel
The Financial Intermediary & Broker Association (FIBA) has announced the appointment of Lloyds Bank to its lender panel, with immediate effect. The…
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JM Finn Board Changes and Chairman Retires
Steven Sussman retired from the role of chairman of JM Finn following a 26 year career at the firm as part of…
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New Benchmarking & Insights report from Howden reveals mental health is the top concern for asset management firms, plus predictions for 2024
Mental health is the biggest concern for asset management firms, according to a new ‘Benchmarking and Insights Report’ from Howden Employee Benefits & Wellbeing…
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Triple Point: Green Heat Network Fund awards £80.6 million to heat network projects in UK
Triple Point, the purpose-led investment manager, remains at the forefront of the UK’s clean energy market with the most recent allocation of…
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CFA Institute Outlines Policy Recommendations for “Finfluencer” Social Media Content
New research published today by CFA Institute, the global association of investment professionals, shows how financial influencers (“finfluencers”) engage Gen Z investors…
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Number of deaths rises for the first time since the pandemic across England and Wales
The latest research by Final Duties, the UK’s most experienced probate brokers, reveals that 2023 saw the number of annual deaths in England…
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Assets under influence at national IFA partnership Continuum rise 23% in 2023
National financial advice firm Continuum has reported a 23% rise in assets under influence in 2023, ending the year with assets over…
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Morgan Stanley Investment Management launches three new active funds under Article 8 of SFDR
Calvert Research and Management (“Calvert”), part of Morgan Stanley Investment Management (“MSIM”), today announced the launch of three new active funds, the MS…
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Fuel Ventures VCT launches ambitious £50 million maiden fundraise
Fuel Ventures VCT has announced a maiden offer for up to £50 million (£10 million + £40 million overallotment facility). The VCT is a brand-new…
