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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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Retirement living standards accessible to 35 million savers
Up to 35 million savers now have access to the Pensions and Lifetime Savings Association (PLSA)’s Retirement Living Standards through their pension…
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Charities Aid Foundation and abrdn combine to launch new ESG fund range for charities
Charities Aid Foundation’s subsidiary, CFSL, is partnering with abrdn to launch a new range of funds for charitable investors with a focus on Environment,…
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Tilney Smith & Williamson partners with Foundrs
Tilney Smith & Williamson, the leading wealth management and professional services group which is re-branding to Evelyn Partners this summer, has announced…
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Financial security of business owners at risk as more than a third admit they have no protection in place
New research from Vitality has highlighted how business owners are putting their livelihoods at risk by not having business protection cover in place…
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Wages pushed higher as cost of living crisis becomes a heavy burden on UK workers
Investment and finance experts comment on the latest UK labour market statistics released by the ONS this morning: Paul Craig, portfolio manager…
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Aegon UK launches new online protection dashboard for advisers
Aegon UK has launched a new adviser dashboard bringing together all protection applications onto one online platform. The new dashboard will enable…
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Record job movement as workers hunt higher pay – AJ Bell
For the first time there are more job vacancies than people unemployed. UK unemployment rate drops to 3.7% – lowest since 1974.…
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Why digital advice still needs the human touch
The UK saver and investor will be increasingly served by consumer-led technology, but digital advice still needs an element of the human…
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UK unemployment rate at 48-year low, wages squeezed by inflation
The UK unemployment rate declined to a 48-year low in the first three months of the year, but wages were squeezed by…
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Tuesday newspaper round-up: Twitter, carbon tax, SFO
Pressure on the government to help those hardest hit by Britain’s cost of living crisis has intensified after the head of one…
