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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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Gap between dream retirement age vs. expectation widens to 5 years: hopes of retiring at 62 fade as expectation shifts to 67
The Retirement Expectation Gap – the gap between when Brits want to retire and when they actually think they will be abl…
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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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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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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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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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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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PIMCO’s Outlook for Bonds
Dan Ivascyn, Group CIO, discusses rising rates and volatility, where we’re seeing longer-term value, and the potential benefits of higher yields for…
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UK house price growth slows to 9.8% in March
Average UK house prices increased by £24,000 in the twelve months ended 31 March, according to the Office for National Statistics, a…
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Don’t forget the importance of building a strong back-office, urges Continuum
Without a strong back-office team even the best team of financial advisers can only achieve so much, according to national IFA firm…
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Praetura Ventures closes latest EIS Growth Fund to drive early-stage business growth
The latest fundraise marks a milestone for Praetura Ventures having now raised a total of £100m since its first EIS fund launch…
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UK inflation hits 9% as talk of recession and stagflation mounts – finance experts comment
Although today’s announcement from the ONS that UK’s April CPI inflation has reached a 40 year high was roughly in line with…
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Independence and the importance to advisers and clients
By Angus MacNee, CEO of ValidPath From a geopolitical perspective to the perspective of an 18-month old child (and everything in between),…
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Inflation hits 40-year high
Inflation has hit a fresh 40-year high of 9%, official data showed on Wednesday, after energy prices surged in April. According to…
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Wednesday newspaper round-up: Covid support schemes, Brexit, BoE
The business department’s handling of Covid support schemes left an “open goal” to fraudsters and embezzlers that has added “billions to taxpayer…
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How can we solve the pensions advice gap?
Kevin Hollister, pensions actuary and founder of Guiide There is so much talk about the advice gap around pensions but to date…
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Young Brits are putting themselves at risk of fraud by ‘investing money while watching Netflix’ says FSCS
42% of Brits between the age of 18 to 24 who have money in investments say their latest investment was made while…