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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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SME lending hits 2-year high – bullish approach essential to Brexit survival
So says Angus Dent, CEO of ArchOver, following the news that the Bank of England has announced that UK SME lending hit…
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Side by Side Partnership link with Seedrs to offer £50 EIS investment threshold
With EIS now 25 years old, they are firmly established as the government’s preferred vehicle to support the growth and development of…
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Weekend press review
The Sunday Times reports that Terry Smith’s Fundsmith Equity fund has been dropped from broker Charles Stanley’s best-buy list, after concerns that…
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More family offices are set to pool investments to gain better exposure to the private debt market
New research from Shearwater Aero Capital, the global corporate aviation finance specialist, reveals that the trend for family offices to pool their…
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Six new assets for Franklin Templeton’s diversified Social Infrastructure Fund
Managed by Franklin Real Asset Advisors (FRAA), its first real estate impact fund has acquired a total of nine assets for a…
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Link UK dividend monitor Q2 2019 – reaction from L&G
According to the latest figures, UK dividends rose 14.5% on a headline basis to a record £37.8bn, with exceptionally large special dividends…
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Fair Treatment of Vulnerable Customers
Commenting on the launch this week of the FCA’s latest guidance consultation on the Fair Treatment of Vulnerable Customers, Stephen Lowe, communications…
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The Boris Brigade – the impact on SMEs and investment according to IW Capital
Last night saw Boris Johnson form his first cabinet as Prime Minister; IW Capital offered IFA Magazine a few thoughts about the…
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Assessing value for money in a post-MiFID world -lang cat’s Mike Barrett has a practical take on it for advisers
With platforms set to issue new cost and charge statements to investors imminently, Mike Barrett of the lang cat argues that now…
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Franklin Templeton – Boris Johnson faces challenges at home and abroad
With Boris Johnson, one of the most enthusiastic supporters of Brexit, set to become the United Kingdom’s new prime minister today, David…