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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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A stellar year for Moneyfacts SIPP and SSAS Star Ratings 2024
Moneyfacts is pleased to announce the Moneyfacts Annual Star Ratings 2024 for the SIPP and SSAS arena. The products awarded Five or Four-Star Ratings offer the…
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Investment sector set to take centre stage at UK’s leading investment, development and regeneration event
Investment is set to be a major focus at UKREiiF 2024 (The UK’s Real Estate Investment and Infrastructure Forum), showcasing the influential…
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Invesco: Five market lessons from 2023, and five predictions for 2024
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways This is a hyper rate-sensitive environment given the aggressive tightening by many…
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Podcast #70: Why impartial financial literacy matters – and what we can do about it. With Kristen Cunliffe DipPFS
Financial literacy is something that we are very passionate about here at IFA Magazine and our IFA Talk guest this week feels…
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Defaqto reveals top 10 recommended MPS investments in 2023
Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has identified the top 10 most recommended platform…
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Wesleyan Financial Services selects EVPro to power its advice journey
Wesleyan Financial Services, which provides financial advice services tailored to medical, dental and teaching professionals, has selected EVPro to support its 250…
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Register now and earn CPD at the upcoming webinar
Your webinar invitationMarkets in action: learning from the past, planning for the futureWednesday 24th January 10-11:30 We are delighted to invite you…
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Bank of Family saves young parents £38bn pa in childcare costs finds L&G and Cebr research
Parents and grandparents – the ‘Bank of Family’ – are offering childcare support to family members that is equal to around £38…
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OMS partners with The Brightstar Group
One Mortgage System (OMS) has announced a partnership with The Brightstar Group to become its primary tech provider. The integration will offer…
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Hottest rental markets for tenant demand revealed
The latest research by Zero Deposit, the tenancy deposit alternative, has revealed where across the rental market landlords are currently benefiting from the…
