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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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#MentalHealthAwarenessWeek: Vanguard shines spotlight on importance of Mental Health Awareness
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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Protection guru launches new service to enable unparalleled comparison of price and quality for full range of term life and income protection cover
Protection Guru Pro provides analysis for income protection, critical illness, mortgage protection and other types of term contract Service designed to identify better…
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Aegon welcomes Financial Services Bill in Queen’s Speech as enabler for greater customer support
Comment from Steven Cameron, Pensions Director at Aegon, said: “The inclusion of the Financial Services Bill, coupled with the Brexit Freedoms Bill,…
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Queen’s Speech press comment: Online Safety Bill must clamp down on harmful content to end fraud epidemic
Comment from Matt Burton, chief risk officer at Quilter “Having been introduced last year to protect people from online fraudulent investment propositions,…
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Helpful tips from Reynolds Busby Lee’s Elaine Lee on how to identify vulnerable customers
Elaine Lee, Managing Director and Co-founder of Reynolds Busby Lee, talks to Rebecca Tomes about her important work on how businesses can…
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Oxford University & Bank of America to tackle climate change and transform sustainability in financial services
Oxford’s Smith School of Enterprise and the Environment announces Public and Private Sector Collaboration with Bank of America to Tackle Climate Change…
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#MentalHealthAwarenessWeek: OSB Group steps up staff support with mental health first aiders
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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#MentalHealthAwarenessWeek: Why mental health is wealth — hugely insightful reflections from First Wealth’s Kerry Burgess
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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City Hive launches corporate culture standard to counteract diversity greenwash
New framework launched to create cultural change and enable professional fund buyers to drive a movement towards more diverse, equitable and inclusive…
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Is energy security siphoning power from the green energy transition? – RBC Wealth Management
By Frédérique Carrier, Head of Investment Strategy in the British Isles and Asia at RBC Wealth Management. Russia’s predatory move on Ukraine…