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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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Outflows slow to £137 million as investors take a “wait and see” approach
UK savers took £137 million out of funds in October 2023, according to data published by the Investment Association (IA), down from…
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VCTA research shows international ambitions for British scale-ups
· Survey of growth companies conducted by the VCTA show more than 90% of respondents are looking to expand significantly outside of the…
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OMS expands protection offering with UnderwriteMe platform integration
One Mortgage System (OMS), the seamless single-input enquiry to completion processing platform for mortgage intermediaries, has fully integrated with Insurtech leader UnderwriteMe…
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COP 28 – thoughts so far from abrdn’s Eva Cairns
Eva Cairns, head of sustainability insights & climate strategy, abrdn, reflects on week one at COP 28. She said: “The first week of COP…
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Property prices drop -1.0% on an annual basis in November – Industry experts react
Halifax’s latest HPI data has revealed that property prices have dropped by -1.0% on an annual basis in the month of November.…
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Average house prices rose by +0.5% in November, following a rise of +1.2% in October – Halifax HPI
Property prices dropped by -1.0% on an annual basis compared to 3.1% last month while a typical UK home now costs £283,615,…
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Just Mortgages hits the road with new protection roadshows
National brokerage Just Mortgages has announced it will be heading out on the road in the new year with a series of…
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Nokkel joins trade body to shape the future of property data technology
Nokkel has announced its membership of the Open Property Data Association (OPDA), the UK’s trade association dedicated to creating and driving adoption…
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New industry research reveals growing importance of alternatives in advised client portfolios
New research with 200 UK wealth managers, financial advisers, discretionary fund managers, fund selectors and investment analysts from TIME Investments (TIME), which…
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Investors with strong risk appetite place less importance on sustainability, finds Dynamic Planner
Dynamic Planner, the UK’s leading risk based financial planning system, has analysed the data of the views of almost 17,500 advised investors…
