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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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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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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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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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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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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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Defaqto launches new Ratings for AIM BR and Unlisted BR services
Defaqto has announced the addition of Star and Diamond Ratings for AIM and Unlisted Business Relief (BR) services to its existing suite…
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Financial Planning Week offers Britons a chance to bust financial myths
Financial Planning Week offers Britons the chance to bust the myths around taking financial advice and gain valuable free advice, says Continuum.…
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Perenna receives UK Government grant funding to accelerate decarbonisation of UK housing stock
Perenna will use the grant funding to refine and launch its Perenna Retrofit Mortgage product to market. The product aims to solve…
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Over half of workers don’t trust the use of ChatGPT in the workplace
Since ChatGPT’s launch last November, the search for artificial intelligence has rocketed by 242%.The chatbot, which has attracted over 100 million users, has been…
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Biggest surge in excess deaths among 50-64 year olds since start of Covid-19 pandemic
Analysis of yesterday’s Office for Health Improvement and Disparities (OHID) excess mortality data by retirement specialist Just Group revealed a sobering rise in the number of excess…
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Financial Worries Top List of Concerns For Divorced Parents
Divorced parents say financial matters are the biggest challenge they face in managing their children with their ex-spouse, a new YouGov survey has revealed.…
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WFH Brits expected to spend £2,018 on bills this winter, 65% more than in summer
Since the pandemic, homeworking has remained an integral part of working culture in the UK, with our recent survey revealing that many…
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The Mortgage Works continues to cut rates
On Saturday 20 January, The Mortgage Works (TMW) is reducing rates on products for new customers by up to 0.15 percentage points,…
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Polar Capital announces change of Fund strategy and name, and strengthens its Global Financials investment team
Polar Capital Holdings plc (Polar Capital), the specialist active asset management group, has announced a change to the strategy of the Polar…
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Inflation isn’t going away, you need to protect your money: deVere CEO
Inflation is not going away any time soon and you should be taking proactive measures to protect your hard-earned money, warns the…