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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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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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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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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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Last chance to attend ETF Round Table
Our ETF Round Table is taking place at our central venue the EightClub in Moorgate, London next Tuesday 25th June from 8:30…
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Brown Shipley to acquire NW Brown
Brown Shipley, a wealth planning, investment management and lending firm, has acquired NW Brown & Co, a wealth manager based in Cambridge…
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Perspective Financial Group hires Acquisitions Director
Perspective Financial Group, the progressive national financial planning and wealth management Group, has hired Kevin Homfray (above) as Acquisitions Director. Homfray…
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Tilney makes senior hire in Scotland and opens new Edinburgh office
UK wealth management group Tilney has expanded its presence in Scotland, with a move to a new office in the capital city…
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Advisers fear sustained downturn
Over 60% of advisers expect to see clients’ allocations to global infrastructure increase over the next three years amidst widespread fear of…
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Tenet expands north west hub
Tenet has expanded its hub in the North West with its latest practice buyout, purchasing the client assets of Preston-based Colin Galbraith…
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Chase de Vere expands personal injury advice team into Yorkshire
Chase de Vere has appointed Amarjit Bansal as a Personal Injury and Court of Protection (PICOP) Independent Financial Adviser based from its…
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Advisers putting brakes on new client acquisition
Faced with economic and political uncertainty, many financial advisers have focused their energies on client retention instead of new client acquisition in…
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A close look at The Hambro Perks Growth EIS Fund
Hardman analyst Brian Moretta has taken a close look at The Hambro Perks Growth EIS Fund and he highlights the management…
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Weekend press review: Woodfordgate – what happens next?
There are no prizes on offer today for any reader guessing the main topic under the microscope of financial journalists this weekend.…