Meg Bratley
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Pre-retirees expect to need over £30,000 a year in retirement, leaving over £18,000 gap to fill every year
New analysis by Broadstone, based on the Department for Work and Pensions’ latest survey ‘Planning and Preparing for Later Life 2024‘, highlights the…
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IFA Magazine reader survey: what are advisers really thinking – and doing – about using multi-asset funds in 2025?
As readers will no doubt testify, multi-asset funds have long held their place in the investment toolbox for financial advisers and their…
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Government pushes ahead with pension IHT reforms
Written by Steve Berridge, IFGL Pensions Technical Services Manager On Monday, the Government announced that it was pushing ahead with its plan…
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Norton Finance named launch partner for specialist digital lender Afin Bank
Norton Finance has been confirmed as a launch partner for Afin Bank, a new digital bank, to support its mortgage proposition. As…
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Property experts react to the latest Equity Release Council figures
Today’s announcement from the Equity Release Council revealed a notable surge in homeowners accessing their housing equity through lump sum products, with…
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New data shows IHT free gifts soar 177% as families race to dodge Reeves’ cuts to key IHT reliefs
The value of “gifts out of surplus income” rose 177% to £144 million in the 2023/24 tax year, up from £52 million…
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Five reasons to pay more attention to Europe’s smaller companies: insight from Artemis’ Harry Eastwood
European equities have long suffered from a reputation for sluggish growth but that perception may now be dangerously outdated. As global dynamics…
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CGT data shows property disposals surge in 24/25 but liabilities fell in 23/24 as investors sat tight
HM Revenue and Customs’ annual update of official Capital Gains Tax (CGT) statistics today revealed that in the 2023 to 2024 tax…
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Equity Release market records 10% year-on-year growth – Equity Release Council Q2 2025 market statistics
Total lending in the equity release market reached £636m in Q2 2025, marking a 10% year-on-year increase, according to the latest figures…
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Rathbones launches ‘true active’ model portfolio service range
Rathbones has announced today that it is to launch an upgraded model portfolio service (MPS). The group says that this upgraded service will enable financial advisers…
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