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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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Coventry for intermediaries reduces rates
Coventry for intermediaries has reduced the majority of fixed rates, with residential rates reducing by up to 37bps. 2, 3 and 5…
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What could be on Hunt’s chopping block in the Spring Budget?
Tom Selby, director of public policy at AJ Bell, looks at the tax cuts which could be on the table for Jeremy Hunt…
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9.8 million people struggle to contact GP in past month
New ONS data out this morning shows the difficulty many patients are facing contacting their GP with nearly four in 10 (39%)…
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Columbia Threadneedle Multi-Manager Q4 2023 fund watch survey
LONDON, 17 January 2024: Despite many markets hitting new peaks as 2023 drew to a close, there was a reduction in the number…
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No Christmas present for retailers as recession appears to draw nearer
Danni Hewson, AJ Bell head of financial analysis, comments on the latest UK retail sales figures: “Retailer after retailer has been warning that this…
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Saffron for Intermediaries reduces rates on 12 of its core products, including a 0.5% reduction in its 5-year fixed-rate self-employed mortgage
Saffron for Intermediaries today announces rate reductions across 12 of its core products, including its owner-occupier, self-employed, contractor, and buy to let mortgage…
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UTB Reduces Second Charge Rates – Now Starting From 6.59% With Some Plans up to 70bps Lower
United Trust Bank (UTB) Mortgages for Intermediaries has reduced interest rates across its Second Charge Loan range by up to 70bps and 5yr…
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Propertymark urges UK Government to extend qualifications to private rented sector agents
Propertymark has urged the UK Government to extend qualifications applicable to property managers in the social rented sector to those working in…
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New Survey Reveals 45% of Women Feel They are Underpaid
In an effort to understand the current job market better, CVwizard surveyed 1000 people aged 18-60. The survey aimed to find out…
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Ninety One | Macroscope: Long the yen against the euro
By Iain Cunningham, Head of Multi-Asset Growth at Ninety One Since 2021, major economic cycles have been out of sync, presenting macro…