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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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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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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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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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Six million British adults would pay for financial advice if it were cheaper
Nearly six million people would be willing to pay for advice if it cost less, finds research from online financial advice service…
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Reaching For The Summit
The Invesco Summit Growth Range was launched back in July 2018; the range of five multi-asset funds is managed around long-term risk…
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Stonehage Fleming’s flagship fund passes $1bn mark
Stonehage Fleming Global Best Ideas Equity Fund manager Gerrit Smit manages a concentrated, high conviction portfolio of 27 quality businesses which are…
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Inflation up, but has probably peaked for the year
Ben Brettell, Senior Economist at Hargreaves Lansdown comments on the latest figures released today. UK consumer price inflation ticked up in…
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Midlands home to six of bottom ten areas for annual income from pensions
The Midlands is home to six of the ten worst-performing areas in the UK for annual income from pensions, shows research by…
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Do You REALLY Need To Do Marketing?
If referrals are the bedrock of success for your financial planning business, it doesn’t mean you can ignore the power of marketing…
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Rowan Dartington appoints new Chief Risk Officer
Mark Leather will be responsible for the strategic leadership of the firm’s risk and compliance functions and sits on the Rowan Dartington…
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Investing in technology – it needn’t be rocket science
For 36 years now, founder Lucius Cary and the team at Oxford Technology Management have been helping generations of original thinkers to…
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HL Select Global Shares fund announces its first investments
From around the world, 29 companies have made it into the fund with a further 5 to be finalised, fund manager Steve…
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FCA warning: crypto and foreign exchange frauds triple
The FCA has issued a warning that crypto and forex scams have tripled in a year, and that investors need to guard…