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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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Smartlands launches innovative platform for crowdfunding investment – first tokenised property in the UK
Tokenised assets mean that shares in virtually any real economy asset are digitised and can be bought in the form of security…
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BMO Global Asset Multi-Manager FundWatch Survey – Q2 2019
Kelly Prior, Investment Manager at BMO Global Asset Management, has told IFA Magazine: “Quality growth equity funds and long duration bond funds…
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Collingbourne Wealth Management achieves CISI Accredited Financial Planning Firm status
CISI has announced that Collingbourne Wealth Management Ltd based in Winchester has achieved Accredited Financial Planning Firm status. The firm has…
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Tech for Good SEIS/EIS fund – a first from early stage venture capital fund Bethnal Green Ventures
All SEIS / EIS schemes are designed to help early-stage ventures raise capital with individual investors incentivised by the offer of tax…
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Sustainable investing: Sorting the wheat from the wheat by Julia Dreblow, SRI Services
As an adviser, how can you ensure that you meet your clients’ needs by making use of the similarities and differences between…
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Coming Clean: Amanda O’Toole highlights the growing importance of the CleanTech market when investing sustainably
Amanda O’Toole, manager of the AXA WF Framlington Clean Economy fund highlights the growing importance of the CleanTech market when investing sustainably…
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Chinese investors look away from US and towards Europe
GP Bullhound, a leading technology advisory and investment firm, provides transaction advice and capital to leading entrepreneurs and founders. In its “Asian…
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Fast-tracking investment for female entrepreneurs
The Investing in Women Code is a new government-backed initiative to propel female-led business. Plans to increase the number of British female…
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Jenson tie up with RAM Capital to promote their new SEIS Fund
Jenson Funding Partners have appointed RAM Capital Partners to promote the latest tranche of their SEIS Fund. Jenson have been pioneers in…
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Public and private sectors combine to combat economic crime
The government recently released the Economic Crime Plan, which provides information on action being taken by the public and private sectors to…