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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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Podcast #69: What might the future of financial advice look like? With Ian McKenna
We’re kicking off 2024 by dusting down our crystal balls and debating what the future of financial advice might look like. It’s…
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Saffron supports NaCSBA campaign for more self build homes
Saffron for Intermediaries today announced its support for NaCSBA’s new report on the custom and self build market, which argues that a lack of self-commissioned…
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Agent Million surprises first two Premium Bonds millionaires of the year
It is already proving to be a happy new year for two Premium Bonds holders in Warwickshire and Nottingham as NS&I announces…
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Royal Mint Precious Metals division achieves record investor numbers as ‘flight to safety’ among investors maintains momentum
The Royal Mint has seen a 7% year-on-year increase in customers purchasing bullion, as many global investors continue to move into precious metals…
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KPMG research – Financial services upbeat for first quarter despite inflation and interest rate concerns
Business leaders in the financial services sector are feeling optimistic moving into 2024, according to new research from KPMG UK. The survey…
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Tax allowances to fall in April but will spring Budget see IHT or income tax cuts? Tax outlook for 2024
The New Year kicks off with some glad tidings for millions of employed taxpayers in the form of a cut to National…
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More than a third of women say they would not be able to afford everyday spending in a recession
New nationally representative research with 2,001 Britons from wealth manager Quilter, gathered by YouGov, reveals the cost-of-living crisis has disproportionately impacted women’s…
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FTSE 100 celebrates 40th birthday – but is it over the hill?
Laith Khalaf, head of investment analysis at AJ Bell, comments: “As the FTSE 100 celebrates its 40th birthday, the UK stock market finds…
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Education vital in addressing annuity knowledge gap
Written by Ahmed Bawa, CEO of Rosemount Financial Solutions (IFA) Ltd There was a time when annuities seemed to have permanently dropped…
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New Year, new financial goals: visualising retirement is important to maintaining saving motivation for adults at key life stage
For many, New Year is a time for setting goals and putting in place new routines. While this often centres around health…
