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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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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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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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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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Celebrity splits shine light on need for financial advice during divorce
The separation of an Oscar-winning actress and Grammy-winning musician sparks questions for divorce and finances. While…
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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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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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Atom bank further reduces rates by up to 0.30%
Atom bank has once again lowered rates on its Prime mortgage range for residential customers, the eighth time the bank has reduced…
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ESG initiatives ‘all talk and no action’ say UK employees
A third of employees have little or no faith in their organisation’s ESG initiatives, describing them as ‘all talk and no action’…
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Industry experts react to UK Labour Market Statistics
Following the latest UK labour market statistics that saw pay (including bonuses) rise 7.2% in the three months to October, but unemployment remain…
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Saltus: 41% of high-net-worth individuals have been a victim of financial crime – more than a third of whom were targeted in the past 6 months
New data from wealth manager Saltus reveals one in eight (16%) of wealthy individuals have been victims of financial crime in the past six…
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Foundation Home Loans reprices selected products across core BTL range
Foundation Home Loans, the intermediary-only specialist lender, has today (Tuesday 12 December) repriced selected products across its core BTL range to incorporate…
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Legal & General on track for exceptional year with retail annuity sales up by 48% YTD
Legal & General’s retail annuity sales have grown by an average of 17% per year between 2015 and 2022, with sales up…
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Who knows what will happen in 2024?
With so many converging themes due to affect financial services in 2024 and Christmas and the end of 2023 approaching fast, it…
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FCA contacts platform and SIPP operators with concerns about treatment of cash balances
The Financial Conduct Authority (FCA) has today written to investment platforms and SIPP operators setting out its concerns on the way they…
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GoCardless partners with Acre to help mortgage and protection brokers save time and get paid faster
GoCardless, the bank payment company, has announced a partnership with Acre, an all-in-one platform for mortgage and protection brokers, to help them collect…
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Wage growth slows to ease pressure on Bank of England
Pay (including bonuses) rose 7.2% in the three months to October, down from 8% in the previous three months but unemployment remains…