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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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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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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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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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The Outlook for VCTs as we head into 2024
Written by Mark O’Donnell, Head of Research for MICAP, the tax-advantaged investment specialist, part of Defaqto. With the changes to the annual…
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What to expect from the UK Tech sector in 2024 – Calculus
Written by Richard Moore, Director at Calculus How has the tech sector performed in 2023? When the cost of capital increases in line…
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Regulation 2023’s ‘No 1 headache’ but 9 in 10 firms confident Consumer Duty outcomes met, reveals Dynamic Planner’s Spotlight Report
In what has been a challenging year from both an economic and regulatory perspective, resilient advice firms are embracing change and looking…
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Access FS increases turnover by 128% and sets bold targets for the coming years
Access Financial Services unveiled a year marked by exceptional growth at its conference last week. The conference of 180 brokers and lenders,…
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Defaqto launches Consumer Duty Profiles for top 20 MPS portfolios
Defaqto has launched new independent Consumer Duty Profiles for the top 20 most frequently recommended discretionary MPS portfolios. Designed to help advisers…
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atomos buys up two regional advice firms
Financial planning-led wealth manager atomos is growing its footprint with the acquisition of two advice firms. Shore Financial Planning and Define Wealth…
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Mental health the biggest cause of absence: why well-being needs to be core to businesses in 2024
With workplace absences up year on year, Richard Bedworth, Sales Director at StaySafe, a leading provider of lone worker safety solutions, is urging…
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Soft landing now, cyclical recession later – Fidelity International 2024 investment outlook
In its global investment outlook for the coming year, Fidelity International outlines why it is important to adopt a scenario based approach which takes…
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Using Smoothed With Profits to help deliver effective financial planning solutions for clients
This is the fourth in our series of case studies designed to show how Wesleyan’s smoothed With Profits Growth Fund could help…
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Redmayne Bentley: resilient profits amid market volatility and inflationary costs pressures
Redmayne Bentley has reported robust financial results for the 12 months ended 31st March 2023, with profits remaining resilient amid market volatility and…