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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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FCA’s Sustainability Disclosure Requirements (SDR) and investment labels: Edentree’s Esguevillas comments
Written by Carlota Esguevillas, Head of Responsible Investment, EdenTree Last year the FCA published its long-awaited “Sustainability Disclosure Requirements (SDR) and investment…
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Majority of advisers plan to increase clients’ exposure to AIM over the next 12 months
New research with 100 UK financial advisers and wealth managers, by TIME Investments, which specialises in tax-efficient investment services, reveals that the…
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Almost 60% of landlords in the UK have seen an increase in late payments amidst the cost of living crisis
From food prices to energy bills, many Brits have felt the squeeze since the start of the cost of living crisis (late…
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Brits braced for a gloomy 2024 as two thirds expect UK to enter a recession
New nationally representative research from wealth manager Quilter, gathered by YouGov, reveals that almost two thirds (61%) of Britons are not confident…
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Four Trends That Will Shape the Wealth Management Sector in 2024
Written by Nilesh Vaidya, Global Industry Head of Retail Banking and Wealth Management, Capgemini The wealth management sector continues to face pressure…
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TIME Investments: Majority of Financial Advisers plan to increase clients’ exposure to AIM over the next 12 months
New research with 100 UK financial advisers and wealth managers, by TIME Investments, which specialises in tax-efficient investment services, reveals that the…
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PMS Mortgage Club adds Molo Finance to lender panel
PMS Mortgage Club, part of Sesame Bankhall Group, has announced the addition of Molo Finance, a specialist buy-to-let lender, to its panel. …
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“Today’s wage growth is tomorrow’s spending power” – comment from Charles Stanley on wage growth
As wages start to slow, Rob Morgan, Chief Investment Analyst at wealth manager Charles Stanley, explains the impact on the Bank of…
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Managing clients’ specialist finance needs: A Q&A with Tuscan Capital’s Jaxon Stevens
Jaxon Stevens, Sales Director at short-term property finance specialist lender, Tuscan Capital spoke exclusively to IFA Magazine about the UK Property Market and…
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GRiD announces new chair of GRiD: Colin Fitzgerald
GRiD today announce that it has appointed a new chair: Colin Fitzgerald, as Paul White comes to the end of his three-year tenure…