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Trending Articles
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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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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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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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LiveMore further reduces mortgage rates for the over 50s
Following the mortgage lender’s December rate reductions, LiveMore has further reduced mortgage rates across its entire range of products by up to…
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StrideUp make significant rate reductions of 80bps across all fixed rates
StrideUp has reduced rates on its 2-, 5- and 10-year fixed rate products by 80bps. 10-year fixed rates start from 5.49%. Both…
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New COO appointed to drive the development of the Saltus Partnership Programme
Wealth management firm Saltus has appointed Alistair Stuart as its new Chief Operating Officer to accelerate its ambitious growth plans with a focus on…
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GRiD expects increased government focus on financial resilience in 2024
As UK plc gets ready for a new year, GRiD, the industry body for group risk, is expecting increased focus from the government…
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Atom bank reduces rates by up to 0.30%
Atom bank has today reduced Prime mortgage rates by up to 0.30%, plus all Near Prime rates by 0.20%, to immediately pass…
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Employers need to respond to employee challenges in 2024, says Towergate Health & Protection
Iain Laws, CEO of Towergate Health & Protection makes his predictions for health and wellbeing programmes in 2024 and how employers can make the…
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Affordability boost from Mansfield Building Society
Mansfield Building Society has re-launched residential mortgage products linked to a Lifetime Discount follow-on rate that kicks-in after the initial product term…
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What is the cheapest area to buy a house?
A new report ranks local authorities in England based on their average house price this year – 4 out of the top…
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New research reveals the safest locations in England and Wales to invest
A lot of factors go into choosing a buy-to-let location. Rental yields and capital appreciation often top the list, but they can…
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Older employees call in sick more than their younger counterparts
New research has revealed that those aged between 50 and 64 are more likely to call in sick to work than any…