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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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Older High Net Worth Individuals’ confidence in economy and own finances plummets as inflation bites
Latest Saltus Wealth Index reveals HNWIs see inflation as the biggest threat to their wealth; just under half (46%) have concerns about…
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Vitality releases health insurance cancer claims data for 2021
Vitality has today released data showing the breakdown of their cancer claims for last year (2021). The data found that breast cancer…
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Savings flatline as households tighten belts in face of cost-of-living crisis
New data from financial mutual Scottish Friendly indicates households are having to pare back on saving and investing as they look to…
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Around 3/4 of pension schemes have net zero plans in place, or will do within the next two years says PLSA
Almost three quarters (74%) of pension schemes have net zero plans in place, or will do within the next two years, a…
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Diversity and Inclusion Initiatives Risk Excluding Staff if Not Managed Correctly, New Research Shows
New research reveals that the diversity and inclusion efforts employed by organisations can have the adverse effect of alienating employees when employers…
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John Moret calls for SIPPs to be renamed Individual Pension Accounts
Speaking at the annual AMPs conference in London on Wednesday, John Moret (aka Mr SIPP) said he felt that it was time…
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Defaqto adds Investment Trust Reviews to its qualitative offering
Defaqto, the financial information, ratings and fintech business, has further expanded its qualitative reviews for advisers with the addition of Investment Trust…
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Three quarters of British business owners dip into their own pockets as cost-of-living crisis bites
Almost three quarters of entrepreneurs have admitted to dipping into their personal savings in the last month to save their business from…
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Over 3,000 business leaders, innovators, and investors to unite in the fight against climate change at Reset Connect London
Taking place 28th – 29th June 2022 at London’s ExCeL, Reset Connect London has been established to bridge the gap between sustainability…
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Investors with over £1 trillion of assets under management throw weight behind social housing ESG reporting standard
Thirty-six lenders and investors have now adopted a UK social housing ESG standard, including Legal & General, M&G Investments, abrdn, Schroders and…
