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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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FCA CEO confirms CISI’s “incredibly important role” & CISI CEO says “act like a charity, think like a business” is secret of success
The CISI plays an incredibly important role, often below the radar, in helping to boost the development of financial services education and…
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IFA Magazine’s Mental Health Awareness Week Podcast: a hugely powerful and insightful discussion with Michelle Hoskin, Standards International
Mental Health is a subject very close to the heart of Michelle Hoskin – as you’ll hear first hand when you listen…
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#MentalHealthAwarenessWeek: New guide highlights need for empathy in IFA customer care
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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BBC’s The Split raises questions over assisted dying. Wedlake Bell’s Victoria Mahon de Palacios shares her thoughts
You may have seen the third (and last) series of the excellent BBC drama The Split. In this season the subject of…
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Northern line through Bank to reopen next week
City commuters will be relieved from 17 weeks of disruptions next week, with the reopening of the Bank branch of the Underground’s…
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National IFA firm Continuum believes that the latest mortgages figures demonstrate the need for good financial advice
National IFA firm Continuum believes that the latest mortgages figures demonstrate the need for good financial advice when buying or remortgaging a…
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#MentalHealthAwarenessWeek: Mental health the biggest claim for income protection for doctors
Wesleyan has found that mental health was the single biggest reason for income protection claims in 2021, with 28% of all respondents…
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The Importance of Diversity in Finance with Belton Flournoy
In this powerful conversation, Diversity, Equality, Inclusion (DEI) champion and Protiviti Director Belton Flournoy talks to Rebecca Tomes about his extremely important…
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The ‘Davina effect’ will create an increased demand for employee menopause support as 88% say symptoms affect work
Despite the general menopause discussion growing louder, recent research from Peppy, the digital health platform, shows that this isn’t necessarily the case…
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#MentalHealthAwarenessWeek: A three-step framework to help financial advisers support their vulnerable customers
This article is featured as part of our week-long series looking at awareness and practical advice to support the Mental Health of…