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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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Weekend press review: Glued to the TV on Sunday?
On the same day that the cricket World Cup final, the Wimbledon men’s final, the British Grand Prix and the Tour de…
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Record pressing plant Dublin Vinyl announces equity crowdfunding campaign on Seedrs
With vinyl sales at their highest in 30 years, Irish startup Dublin Vinyl is setting its sights on North America and Japan.…
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MiFID II and digitisation are top of advisers’ minds, finds Intelliflo poll
MiFID II continues to be a challenge for advisers, according to polls among delegates at Intelliflo’s recent Change the Game conferences in…
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Lyxor launches Europe’s first Emerging Markets ex-China ETF
Lyxor has launched Europe’s first EM ex-China ETF, which gives investors a simple, cost-effective way to access a variety of developing economies…
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Lagarde, von der Leyen appointments send three market signals, say PIMCO
Andrew Bosomworth, Head of Portfolio Management, PIMCO Germany believes that the European Council’s decision to propose Christine Lagarde and Ursula von der…
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Schroders and JUST confirmed as CISI Gold Supporters
As CISI Gold Supporters, Schroders and JUST are demonstrating their leadership in quality, integrity and competence, committing to supporting success in CISI…
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Improved ESG and climate risk reporting from Scientific Beta
The smart beta index provider has announced the release on the Scientific Beta platform of enhanced Environmental, Social and Governance (ESG) and…
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Ingenious react to government’s electric vehicle proposals
Following the news that the government is to pump nearly £40m into improving the infrastructure for electric vehicles despite a sharp drop…
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MSCI ESG Research unveils ESG Rating for 32,000 funds and ETFs to boost investor transparency
MSCI, a leading provider of critical decision support tools and services for the global investment community, has broadened the coverage provided by…
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Enhancing your financial planning firm’s online presence – Jon Pittham, ClientsFirst
How great content attracts an audience that returns and converts This article is the second in our mini series from Jon Pittham,…