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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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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 #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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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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IFS suggests replacing state pension triple lock with ‘earnings indexation plus inflation protection’
The Institute For Fiscal studies has called for the state pension triple lock to be scrapped and replaced with a system that emphasises average…
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Over 55s slam employers as ‘ageist’ and less open to hiring older workers
• More than half of retirees aged 55+ say employers are less open to employing older workers • Nearly three-quarters of retirees…
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Britons call for government intervention as empty building epidemic deepens
Over a third of UK adults say their local area suffers from an excess of empty or derelict properties, with people calling…
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Global insurer makes significant investment to expand presence in Bridgend
Tokio Marine HCC International (TMHCCI), a member of the Tokio Marine HCC group of companies based in Houston, Texas, has reaffirmed its commitment to…
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Looking to the long haul: How can the sector maintain the surge in private health insurance sales?
Written by Karen Woodley, Head of Healthcare Distribution at The Exeter This year, the NHS has celebrated its 75th anniversary. But amidst…
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COP 28 Takeaways: Transition investing has taken centre stage
Following COP 28, hosted in Dubai, Ninety One reflects on how the conversation has changed and how finance, effectively directed and deployed,…
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2023’s mortgage market in review and outlook for 2024 | M&PI 03 | December/January 2024
Welcome to the final edition of Mortgage and Property Magazine for 2023 and what a hectic year it has been. Interest rates…
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Close Brothers Asset Management acquires IFA business
Close Brothers Asset Management (CBAM) has agreed to acquire Dorset based IFA, Bottriell Adams, Chartered Financial Planners LLP (subject to regulatory approval).…
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Advisers see continuing impact of tough economic environment on client behaviours
New research from Royal London, the UK’s largest life, pensions and investment mutual, has found 41% of advisers are having more conversations with clients…
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Podcast #68: Why you shouldn’t dismiss investing in China and Asia – with GAM’s Jian Shi Cortesi
Despite ongoing worries about risks from the Chinese real estate sector, it’s clear that we can’t ignore the investment prospects within the…
