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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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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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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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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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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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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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What the Autumn Budget could mean for pensions
As the Government attempts to balance the books in the upcoming Autumn Budget on November 26 and tackle the 30–50 billio…
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Thursday newspaper round-up: Rail strike, Thames Water, Tesla, mortgages
More than 40,000 railway workers are to be balloted in a dispute over jobs and pay that a union says could result…
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SJP: Financially vulnerable clients to be supported with tools from Comentis and MorganAsh
St. James’s Place (SJP) has today announced new tools, from Comentis and MorganAsh, are available to its partners to help them identify…
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Automatic enrolment sends the numbers saving for retirement booming…but millions sleepwalking towards retirement disaster
Automatic enrolment has driven a surge in the number of people saving for retirement, new official data confirms (Employee workplace pensions in…
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ONS employee workplace pensions report: “not enough to defuse pensions time bomb” say advisers
Following the ONS report on employee workplace pensions published this morning, experts from EQ Financial Planning and The Orchard Practice share their…
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EQ Investors launches Climate Action portfolio range
EQ Investors (EQ), the B Corp wealth manager, has announced the launch of the EQ Climate Action portfolios. The new range will…
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HAATCH Celebrating Entrepreneurs – Episode 8
In this eighth episode of ‘Celebrating Entrepreneurs’, Lawrence Gosling Editorial Director of Bonhill plc and Celebrating Entrepreneurs host meets with Robert Pasco…
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PFS offers ways to overcome work-related stress
The Personal Finance Society is offering financial planners help to address their stress after six out of 10 identified heavy workloads as…
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Windfall, capital preservation and generational gain: considerations to make when selling a business
By Mark Roughley, Regatta Financial Solutions Regardless of how young or established a business is, the extent of someone’s involvement, even their…
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FCA finalises proposals to boost disclosure of diversity on listed company boards and executive committees
The FCA has revealed today that it has finalised rules requiring listed companies to report information and disclose against targets on the…
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Wednesday newspaper round-up: Oxford Instruments, Asda, Bulb, Netflix
A few weeks after a short-lived £1.7 billion bid to take over the rival Oxford Instruments, Spectris, the FTSE 250 precision engineering…
