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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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Markets should be wary of Boris Johnson’s attitude to fiscal stimulus and taxation – M&G Investments
Tristan Hanson, multi-asset fund manager at M&G Investments, comments on the Conservative leadership election result “Boris Johnson is to be the UK’s…
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Foresight invests additional £4.0m into portfolio company ONFAB to support acquisition of Envair
ONFAB produces flexible clean-air enclosures and consumables, designed and manufactured in-house from sites in Cheshire and Spain. Founded in 2005, ONFAB received…
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The investment platforms market study – compliance consultant Tony Catt reviews the FCA’s IPMS
Compliance consultant Tony Catt reviews the FCA’s IPMS and suggests that its main focus on improved switching should benefit both advisers and…
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Skipping and repeating – weekly reflection from Rowan Dartington’s Donald Maxwell-Scott following the appointment of Boris Johnson as new Tory leader
By Donald Maxwell-Scott, Technical Investment Manager, Rowan Dartington It has been an enjoyable summer break so far. No, we are not talking…
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The Boris factor – comment on Johnson’s appointment as Tory leader from Tom Selby, AJ Bell.
Boris Johnson will become Prime Minister of the United Kingdom tomorrow after winning the Conservative leadership contest. While the former Mayor of…
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Boris and Brexit – Paul O’Connor, Janus Henderson
Paul O’Connor, Head of the UK-based Multi-Asset team at Janus Henderson Investors, gives his market reaction to Boris Johnson’s appointment as the…
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BNY Mellon Investment Management expands sustainable fund range with global equity income launch
The fund will be managed by Newton Investment Management, an investment firm of BNY Mellon Investment Management, and is an actively managed…
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Weekend press review: A new villain in town?
After weeks of Woodford bashing, this weekend the focus switches. The Sunday Times reports that a forgery and mis-selling allegation has been…
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Understanding the climate change challenges facing consumer goods companies: Franklin Templeton
As an active investment manager with a firm commitment to integrating environmental, social and governance analysis into its investment processes, Franklin Templeton…
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Paul Cooper for Bamburgh Capital
Bamburgh Capital, the independent corporate advisory business, has announced the appointment of Paul Cooper as an advisor and non-executive director. Cooper…