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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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One third of Brits are prioritising financial self-care for their wellbeing
As life gets busier, self-care is a big part of what keeps us happy and healthy. While it might previously have taken…
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Fleet reduces rates again on all fixes
Fleet Mortgages, the buy-to-let specialist lender, has today cut rates again on all two-, five- and seven-year fixes across its three core…
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Conveyancing Association update Estate Agent Best Practice Guide
The Conveyancing Association (CA) – the leading trade body for the conveyancing industry – has today announced an update of its Estate…
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Half of Gen Zs (49%) have been excluded from social plans because of their financial situation
As Blue Monday bites, new research by Wealthify has found that, as the cost-of-living crisis continues to loom large, over half (51%) of Gen…
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The importance of data transparency
Written by Richard Wake, Chief Customer Officer at intelliflo The internet has completely changed the way we access information. While I used…
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Defaqto reveals top 10 recommended Single Asset investment solutions in 2023
Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has identified the top 10 most recommended single…
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What do tax-efficient investment solutions have to offer? | GBI 42 | January 2024
Hello, and welcome to the first issue of GBI Magazine for 2024! We hope you had a great festive period and look…
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Paraplanners: the unsung heroes of Financial Planning
As the New Year begins, Michelle Hoskin, Standards International, has paraplanners on her mind. In her latest article, Michelle reminds us not…
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SEC approval not ‘slam dunk’ for Bitcoin ETF prospects in UK
Laith Khalaf, head of investment analysis at AJ Bell, comments: “The decision by the SEC to permit the launch of Bitcoin ETFs…
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Blind trust in long term clients puts regulated firms at risk of sanction evasion
Regulated firms risk becoming enablers for sanction evasion by trusting long-term client relationships over critical compliance checks, new survey data can reveal.…