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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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What advisers need to know about financial vulnerability in retirement
Written by Tim Farmer, Clinical Director at Comentis Whilst vulnerability can affect us at any age, there are some drivers that can…
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Holy Matrimoney: 272,000 delay divorce due to cost-of-living pressures
New research from Legal & General Retail to mark Divorce Day1 which takes place today, has found that 272,000 people (13%) have…
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2024 Commercial and Business Lending forecast statement – Atom bank
Tom Renwick, Head of Commercial, at Atom bank has commented on commercial real estate and business lending in 2024 and has shared…
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What surprises could be in store for 2024?
By Charles-Henry Monchau, CIO, Bank Syz Below are 10 surprises we believe could impact financial markets and the global economy in the…
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Location, flexibility and direct landlord relationships key to tenant satisfaction
Tenants value location, flexibility and direct landlord relationships according to new research launched today from specialist lending bank OSB Group. Yet The…
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Cheers to a New Year…2024 here we come!
Well, what a year it has been. If we look back on the year that has been we have had bank failures,…
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Why the ‘Magnificent Seven’ will continue to dominate 2024 equity markets – Aegon’s Phil Haworth
The ‘Magnificent Seven’, the group of large and notable tech companies well known to most investors have dominated the market in 2023…
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2024 Forecast Statement – Richard Harrison, head of mortgages, Atom bank
Richard Harrison, head of mortgages at Atom bank has commented on the 2024 forecast, sharing a statement below: “Interest rate rises have…
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Third of renters spending Christmas alone
The latest research by Zero Deposit, the tenancy deposit alternative, has found that a third (33%) of UK tenants who plan to spend…
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Savings apathy sees Brits lose out on £1,900 boost to their cash
Savings interest rates have been on the rise over the past year, yet UK savers are not making the most of favourable…
