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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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US wholesale inflation growth eases in April
Growth in the US producer price index slowed as expected in April, according to figures released on Thursday by the Labor Department.…
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Hybrid working amplifies burnout in finance as workers call for reduced workloads and faster, more efficient technology
Remote and hybrid work in the post-pandemic era is amplifying burnout for a third of financial services and banking professionals. A new…
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UK’s Johnson refuses to rule out windfall tax, but says ‘I don’t like them’
UK Prime Minister Boris Johnson insisted on Thursday that he was still opposed to a windfall tax on energy companies, but refused…
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Opportunities you may be missing in early-stage investment
VGC Partners testify that huge brands can grow from early stage investing. One of their biggest successes to date is the Series…
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TEAM today have announced a fund raising and acquisition of the IFA Concentric
Concentric Concentric is a successful Jersey-based investment consultancy business providing investment advice and analysis to over 430 retail, HNWI and institutional investors,…
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Platform Assets fall despite resilient advised flows, but tougher times lie ahead suggests lang cat in latest platform market scorecard
In volatile markets, total platform assets across all platforms in Q1 2022 fell by -2.66% on Q4 2021 values, while advised platform…
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Why equity income may be coming back into fashion – AJ Bell
Written By Laith Khalaf, head of investment analysis at AJ Bell The market is a pretty grisly place to be right now,…
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Families unaware of benefits of life assurance, says Continuum
Many UK families are missing out on potential tax-efficient inheritance planning due to a lack of understanding around the difference between life…
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“The UK economy has now recovered to its pre-pandemic level, but momentum seems to be ebbing away” – Laith Khalaf comments on the latest GDP figures
Laith Khalaf, head of investment analysis at AJ Bell, comments on the latest GDP figures from the ONS released this morning. “The UK…
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#MentalHealthAwarenessWeek: 5 tips from Nucleus Commercial Finance’s Chirag Shah on how SME businesses can better support workplace mental health
This article is featured as part of our week-long series looking at awareness and practical advice to support the Mental Health of…