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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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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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Autumn Budget: UK Banks in the crosshairs
UK banks could face higher taxes as the Chancellor looks to raise revenue, with a surcharge hike or tweaks to Bank of En…
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Fidelity’s Market Week: Tom Stevenson, Fidelity International, comments on gold – and other market forces this week
Gold surges and global markets roar ahead as investors chase safe havens and growth opportunities. Tom Stevenson, Invest…
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EPIC brings AIM IHT portfolio to IFA market
EPIC Investment Partners (“EPIC”) has announced that the EPIC MPS AIM IHT Portfolio (the “Portfolio”) is now available to the IFA market…
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75k potential missing cancer cases in 2020-2022, suggests latest NHS data
The latest data from NHS England recorded 302,803 cases of cancer in the 2021/22, a rise from the 276,979 recorded in 2020/21…
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Jupiter Outlook 2024: Convertibles
Jupiter Asset Management’s Lee Manzi and Makeem Asif discuss the outlook for the convertible bond market heading into 2024 and why they…
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Baronsmead VCTs build on fundraise success to launch £50 million share offer
The Baronsmead Venture Trust and the Baronsmead Second Venture Trust (the Baronsmead VCTs), managed by specialised alternative asset manager Gresham House, have launched…
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All you need to know about markets in November in 5 minutes
November was a positive month for both equity and bond markets. In this week’s episode of #AskTheFundManager, Pavesh Sehmar and Baylee Wakefield…
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Square Mile Academy of Funds: Ratings Round-Up for November 2023
Analysts at Square Mile Investment Consulting and Research (Square Mile) conducted 80 interviews with investment professionals from 47 asset management groups over…
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Five investment managers identify undervalued opportunities to look out for in 2024
In the wake of the Magnificent 7’s continued triumph and the swift ascent of AI, 2023 emerged as the reign of growth…
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Affordability and flexibility top the list of requirements from a wellbeing programme
Affordability and flexibility are the most important factors for employers in terms of implementing a health and wellbeing support programme, according to…
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44% of UK workers overestimate the cost of income protection, life cover and cash plan policies, according to The Exeter
Nearly half (44%) of UK workers overestimate the monthly cost of income protection, life cover, and cash plan policies according to research…
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Problem-led approach to health and wellbeing is letting people down, says RedArc
A problem-led approach, ie offering a menu of therapies and services, rather than taking a holistic solution-led approach, risks letting people down,…