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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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Tuesday newspaper round-up: Mark Zuckerberg, BoE, electric car batteries
Washington DC’s attorney general has sued Mark Zuckerberg, seeking to hold the Facebook co-founder personally responsible for his alleged role in allowing…
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Leading UK insurer Aviva says that the proportion of insurance claims tainted with fraud grew by 13% in 2021
Aviva uncovered more than 11,000 instances of claims fraud last year, worth more than £122m. That is equivalent to detecting more than…
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Ethical Screening launch Fund Rating Stamp to benchmark Ethical Funds
Ethical Screening have launched their new Fund Rating Stamp to help investment advisors differentiate between the growing number of responsibly managed funds.…
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7IM celebrates another successful year of growth as revenue rises 31.6% for the year ended in December 2021
7IM Group revenue increased by 31.6% in 2021, climbing to £92.3 million from £70.1 million in 2020. AUM rose by almost £3…
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Quilter: Treasury makes a pretty penny as NI hike comes into play and more are caught in the IHT net
Rosie Hooper, chartered financial planner at Quilter, comments on the latest HMRC tax receipts and National Insurance statistics: “The latest figures show…
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Scam warning flags reach a new high whilst transfer values continue to plummet
The rate of potential pension scam warning flags showed no sign of abating in April, according to XPS Pension Group’s Scam Flag Index…
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IHT tax receipts continue year-on-year rise
New HRMC data out today shows that IHT receipts for April 2022 were £0.5 billion – £10 million higher than the same period a year earlier. Julia Rosenbloom,…
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International news: Noel Maye to step down as Financial Planning Standards Board CEO
Financial Planning Standards Board Ltd. (FPSB), the standards-setting body for the global financial planning profession and owner of the international CERTIFIED FINANCIAL…
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NS&I to increase premium bonds prize fund rate
NS&I will increase the Premium Bonds prize fund rate from 1.00% to 1.40%, effective from the June 2022 Premium Bonds prize draw.…
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UK house prices hit fresh highs – Rightmove
House prices continued to push higher in May, industry data showed on Monday, hitting a fresh record as lack of supply weighed…
