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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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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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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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Cash: King for a Day, a Crypto Drawdown for Tomorrow? JB Beckett reflects on why the value of money is so crucial for you and your clients
Written by JB Beckett, Non Exec, expert witness, global speaker, columnist, broadcaster and author of ‘NewFundOrder Advisers face a hugely inflated challenge…
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Origo appoints Chief Product Officer as part of growth plans
Origo has appointed Tom Mullally as Chief Product Officer, with a remit to help the fintech further connect the industry for the…
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Evolution of Corporate SDG Adoption from strategic opportunity to moral imperative
Written by Martina Castelli, Research Analyst, MainStreet Partners The UN Sustainable Development Goals (SDGs) were never designed for financial markets or corporates,…
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Loughborough Building Society promotes Ashley Pearson to Head of Intermediaries
Loughborough Building Society has announced the promotion of Ashley Pearson from National BDM to the newly created position of Head of Intermediaries.…
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Explaining Onshore Investment Bond Benefits Can Boost Adviser Businesses
Growing demand for onshore bonds is a business opportunity for advisers, but research from HSBC Life (UK) Limited (“HSBC Life (UK)”) shows…
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What might 2024 have in store? | IFA 124 | December/January 2024
Welcome to our final edition of IFA Magazine for 2023. It’s certainly been a busy year for us all, with plenty of…
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Mazars’ Sustainability practices stocktake: “Banks and insurers have progressed responsibilities”
With COP 28 taking centre stage, financial institutions confirm commitment to the role they have to play in shaping our sustainable future …
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Nationwide cuts fixed mortgage rates by up to 0.31%
Effective from tomorrow, Friday 8 December, Nationwide Building Society will be reducing selected rates by up to 0.31 percentage points across its…
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AJ Bell announces strong growth and financial performance in end of year results
With the end of the year fast approaching, AJ Bell, one of the largest UK investment platforms gives us their highlights from…
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Self assessment helpline service reduction further proof of ‘unacceptably poor service’ from HMRC, says leading finance professionals
HMRC has recently announced that access to self assessment tax helplines will be dramatically curtailed from the 11th December – 31st January,…
