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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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Analysis reveals record-breaking private markets funds set for 70% growth by 2030
Global value of private assets held in funds has increased 9.6% this year to an all-time high of $14.05 trillion. Ocoria…
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Growing interest in sustainability and ethical issues leads to trebling of use of FundEcoMarket tool over 12 months
Use of the Fund EcoMarket (SRI) fund tool has trebled over 12 months – with users indicating growing interest in both sustainability…
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A New Orbit: Mike Wilson takes a look at the many market-altering ways that the world has changed since 2000.
Constant change is here to stay, says Michael Wilson. And that’s a good thing. But where did all those black swans come…
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Weekend Press Review: more woe for Woodford
The Sunday Times reports that the beleaguered stockpicker Neil Woodford is likely to take a further hit as BenevolentAI, one of his…
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Better Business – Brett Davidson of FP Advance gives his tips for ‘managing up’.
But what exactly is ‘managing up’ and why should it matter to you and your career success as a financial planning…
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Inheritance Tax review “should leave AIM tax incentives alone”
Incentives to invest in AIM shares such as Inheritance Tax exemptions should be left alone by The Office of Tax Simplification, says…
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Canada Life responds to Office of Tax Simplification inheritance tax review
The OTS has just released its second report into the design of inheritance tax; Neil Jones, Wealth and Tax specialist at Canada…
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IHT simplification reforms shouldn’t be used as a tax grab
The Office for Tax Simplification has today published its second report on simplifying inheritance tax. Laura Suter, personal finance analyst at AJ…
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How efficient is your financial planning business? Tracey Underwood, PACE Solutions.
Sometimes you need to think differently in order to ensure that your business is focused on the most effective areas. Tracey Underwood…
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The European equity market – Q2 2019
Lyxor Asset Management has released its European Funds Focus, Q2 2019 in a report compiled by Vanessa Bonjean, Senior Fund Analyst. Following…
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Should you ‘Sell in May and go away’? Brian Tora asks whether this this applies in the modern era
The investment industry – perhaps, more specifically, the stock market – is full of sayings which are designed to help the unwary…