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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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Pension providers no longer signposting toward advice
A new study by VouchedFor shows pension providers have moved away from signposting consumers toward third-party financial advisers. Looking at the websites…
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End of ‘Covid Tenancies’ boosts number of available rental properties by 45%
There are more rental properties for tenants to choose from than any other time since Covid, according to London estate agency Chestertons,…
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Evelyn Partners appoints Andrew Middleton as Group Chief Marketing & Commercial Officer
Evelyn Partners, the leading wealth management and professional services group, is pleased to announce the appointment of Andrew Middleton as Group Chief…
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Lifetime mortgages helped homeowners to improve rather than move last year; what does 2024 have in store for the equity release industry?
New data from Legal & General Home Finance shows that home improvements continued to be the primary reason that new equity release…
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Wales leaps to the top of the average rental yield in latest Fleet Mortgages’ Rental Barometer
Fleet Mortgages, the buy-to-let specialist lender, has today (17th January 2024) released the latest iteration of its Buy-to-Let Rental Barometer covering Q4 2023…
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Nationwide rolls out over 400 Safe Spaces for domestic abuse victims
Nationwide will offer safe spaces to people experiencing domestic abuse across more than 400 branches across the UK. Nationwide last year promised…
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Emerging market equities: a brighter decade ahead?
2023 proved to be another challenging year for emerging market (EM) equities. Despite initial optimism about China’s reopening, worries about the weak…
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Aubrey Capital Management to partner with LarrainVial
Aubrey Capital Management, the Edinburgh and London based specialist investment manager, and LarrainVial, one of the largest financial services groups in Chile,…
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The benefit of tranching within tax-efficient investing: Part 2 of our Q&A with Jenson’s Jeffrey Faustin
Following the first part of our interview with Jenson’s Chief Investment Officer, Jeffrey Faustin, where we discussed the benefits to advisers’ clients…
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Dynamic Planner launches Single Strategy Mapped Service
Dynamic Planner, the UK’s leading risk based financial planning system, has launched a pioneering approach to single strategy fund mapping. Available from…