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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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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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Fidelity Personal Investors balance safety and growth as cash and gold funds dominate in September
Investor behaviour on Fidelity International’s (“Fidelity”) Personal Investing platform in September highlighted a two-p…
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Suffolk Building Society chooses LMS Secure Link to deliver conveyancing
LMS today announced that Suffolk Building Society has launched with LMS Secure Link to enhance its conveyancing process with more efficient redemption…
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Adviser demand for vulnerability support strong as Just Group training hits 15,000 completions
• Consumer Vulnerability in Later Life training from Just Group and SOLLA launched in 2019 • Training completed 15,000 times amid strong…
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Retirees still caught off guard by inflation impact – early findings of unique longitudinal study reveal
Almost a decade after the introduction of Pensions Freedoms, new research has revealed that retirees still aren’t considering the impact that inflation…
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UK Housing Market Review and Outlook for 2024
Attributable to Kim Kinnaird, Director, Halifax Mortgages: “UK property prices held up better than expected over the last year, falling by just…
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Unbiased upgrades platform to help FS industry tap record demand for advice
Unbiased, the UK’s leading platform for connecting financial advisers with prospective clients, has today announced a new suite of tools to further…
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Research reveals tailored support improves financial decision making
When guidance is tailored to an individuals’ circumstances and presents clear, relevant options, consumers will make better financial decisions according to new research from…
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AJ Bell’s Ryan Hughes discusses outcomes of Woodford Equity Income fund scheme of arrangement meeting
Ryan Hughes, interim AJ Bell Investments managing director, comments on the outcome of the Woodford Equity Income fund scheme of arrangement meeting. He…
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Transitioning from Employment to Entrepreneurship: My Voyage into Self-Employed Financial Planning
Written by Jack Mason-Brown, Chartered Financial Advisor at Mason-Brown Financial Planning Embarking on the journey from being an employee to becoming a…
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4 wheels vs 2 wheels: why India’s motorcycle segment presents an alternative opportunity: Aubrey’s Rob Brewis
By Rob Brewis, Fund Manager at Aubrey Capital Management The Indian motorcycle market, needless to say, is among the largest in the…
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Split Bank vote puts cat amongst the pigeons
Laith Khalaf, head of investment analysis at AJ Bell, comments on the latest interest rate decision from the Bank of England: Laith’s comment can…