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Trending Articles
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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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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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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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One Four Nine Group launches culture and talent strategy with HR appointment
One Four Nine Group, the national independent financial advice and fund management firm, has announced a focus on culture and talent to…
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Good due diligence now includes ESG and sustainable metrics
In his latest article for IFA Magazine, ESG Accord’s Lee Coates OBE outlines what good looks like when it comes to an…
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UK mortgage approvals broadly flat in March
The number of mortgage approvals in the United Kingdom, an indicator of future borrowing, was broadly flat month-on-month in March at 70,700,…
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Wednesday newspaper round-up: Network Rail, Klarna, Brewdog
Cuts to rail funding could lead to more serious rail accidents as well as fewer, more crowded trains, unions have said. A…
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UK shop price rises hit decade high – survey
Prices in UK stores rose at their fastest pace for more than a decade in April as high energy prices and the…
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Retail footfall sparks over bank holiday weekend
Retail footfall jumped over the early May bank holiday weekend, industry data showed on Tuesday. According to retail consultancy Springboard, footfall rose…
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Where next for investors in open-ended property funds?
With Janus Henderson UK Property PAIF recently confirming that it has agreed a sale of its property portfolio, investors in the fund wanting…
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Smoothed Funds – friend or foe?
A recent IFA Magazine survey, conducted in partnership with Pru, uncovered readers’ views on the use of smoothed investment funds. It reveals…
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PIMCO: Bank of England Preview – Peder Beck-Friis
By Peder Beck-Friis, Portfolio Manager at PIMCO We expect the Bank of England to push ahead with its tightening bias on Thursday,…
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PIMCO Cyclical Outlook: Anti Goldilocks
Russia’s invasion of Ukraine, the sanctions response, and the gyrations in commodity markets cast an even thicker layer of uncertainty on what…