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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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CSS forms strategic partnership with Mortgage Intelligence
Countrywide Surveying Services (CSS), one of the leading suppliers of valuation panel management services, has formed a strategic partnership with Mortgage Intelligence…
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The Autumn Statement: what was all the fuss about?
Leading up to the Autumn Statement in November, everyone was geared up for impactful and dramatic changes, especially around the big hitters…
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Campaign for Fair Finance™ Founder Calls For Bank of England to Reduce Interest Rates, Introduce Reform
Finance campaigner, business entrepreneur, broadcaster, and geopolitics/economics trends expert, Dr Roger Gewolb, head of the Campaign for Fair Finance ™ and Fairmoney.com in, calls for immediate reform of…
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Fixed mortgage rates hit lowest levels in six months
Moneyfacts UK Mortgage Trends Treasury Report data reveals the average rates on all loan-to-value tiers across two- and five-year fixed mortgages fell for…
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MICAP launches new score to rank VCT, EIS and Business Relief fees
MICAP, the leading provider of research and reporting solutions to financial advisers and wealth managers recommending tax-advantaged products, has launched a new…
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M&G’s Investment Perspectives – Peak views: what lies ahead in 2024?
As we approach the end of 2023, financial markets are at an important junction. Major developed market central banks have paused their…
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BNY Mellon Pershing’s Head of Regulatory Change on latest Consumer Duty developments
Following Wednesday’s announcement from the FCA requesting progress updates on the Consumer Duty, Linda Gibson, Head of Regulatory Change, EMEA, BNY Mellon…
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StrideUp reduces rates by up to 60bps
StrideUp, the ethical and Shariah-compliant home finance provider, has reduced rates on its 2, 5 and 10-year products by up to 60bps.…
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Invesco- Investment outlook 2024: A balancing act for growth and inflation
By Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways: After nearly two years of fighting inflation across North America and Europe,…
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1 in 4 landlords will sell their properties in 2024, new survey reveals
One in ten say high rental demand made housing tenants “much easier” this year. Between complications like the Renters Reform Bill and the country’s volatile…