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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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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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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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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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Advisers recognise that responsible investment does not compromise returns
42% of advisers believe over half of future new business will be driven by Responsible Investment Most advisers now incorporating RI into ATRQ…
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Innovative sustainability event for investors in Climate Tech unveils exciting speaker line-up
Reset Connect, an innovative sustainability and net-zero event for innovators and investors has unveiled its exciting speaker line-up,which includes representatives from leading…
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#MentalHealthAwarenessWeek: Phoenix Group tells IFA Magazine how they are supporting customers and colleagues’ mental wellbeing
This article is featured as part of our week-long series looking at awareness and practical advice to support the Mental Health of…
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Capital Risk Management and MP2 Financial teams join Tilney Smith & Williamson’s Edinburgh Office
Tilney Smith & Williamson, the leading wealth management and professional services group, which is re-branding to Evelyn Partners this summer, has further…
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#MentalHealthAwarenessWeek: 58 Per Cent of Financial Services Employees Admit their Life Feels Out of Control
This article is featured as part of our week-long series looking at awareness and practical advice to support the Mental Health of…
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Wednesday newspaper round-up: City regulation, Trump Twitter ban, Panmure Gordon
More than 250,000 households will “slide into destitution” next year, taking the total number in extreme poverty to around 1.2m, unless the…
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Transition Plan Taskforce launches consultation on private sector climate transition plans
UK Government-mandated taskforce will tackle greenwashing and support UK firms in establishing climate transition plans. Today, the Taskforce launches a Call for…
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Seneca continues to deliver cash realisations to EIS investors
Seneca Partners (“Seneca”), the specialist SME investment business based in the North West, has announced a further £24 million cash realisation for…
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Queen’s Speech: Avoiding the future cost of living (in retirement) crisis
Jamie Jenkins, director of policy and external affairs at Royal London, said: “As anticipated, there was little in the way of pensions…
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Bowmore Wealth Group looking to grow through acquisitions as it targets £1bn in AUM by 2025
Bowmore restarts acquisitions after putting due diligence on hold during the pandemic Bowmore’s investment management arm, Bowmore Asset Management, rated the fastest…