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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: Children don’t always need to be named to access the mental health support in employee benefits (RedArc)
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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Tech-savvy advice firms continue to outperform their peers according to intelliflo’s eAdviser Index
Advice firms maximising their use of intelliflo office generated 44% more revenue, 59% more ongoing revenue and 48% more assets under advice…
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#MentalHealthAwarenessWeek: How the venture capital market is tackling the UK’s mental health crisis
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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Why the BNY Mellon Multi-Asset Income Fund is leaning more on alternative assets than bonds as a source of future income – Paul Flood
Alternative assets such as renewable energy and music streaming are playing an increasingly important role in multi-asset strategies as bonds lose their…
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Five individuals banned and fined for causing losses to pension customers
The FCA has prohibited five directors of financial advice firms from working in financial services and fined them over £1 million, after…
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Reset Connect: London Climate Action Week
All the insights to be a champion for change in your business and industry at Reset Connect London, the leading sustainability &…
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Cybersecurity in a digital world and the war for talent
Written by Merlin Piscitelli, Chief Revenue Officer, EMEA at Datasite Cybersecurity is complex as it battles insidious threats that directly impact a…
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#MentalHealthAwarenessWeek: 45% of employers find it difficult to make communication of health & wellbeing support relevant
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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Tuesday newspaper round-up: Electric cars, Twitter, Aviva chief, Rightmove
Drivers are scrambling to buy secondhand electric cars, more than doubling sales in the past year as demand for zero-emission vehicles surges.…
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Retail sales fall as cost of living crisis bites
UK retail sales fell in April, industry research showed on Monday, as the mounting cost of living crisis started to bite. According…