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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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Rocket Man
Burning out his fuse up there alone, says Michael Wilson. It looks like it’s gonna be a long, long time… So here’s…
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How are UK smaller companies faring?
Browsing the Invesco Perpetual YouTube site, we came across this discussion chaired by Michael Joynson, Head of Market Insights at Henley Investment…
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Regional SME investment takes centre stage
Regional SME funding is taking the spotlight with a series of events organised by trade associationUK Business Angels Association (UKBAA) and…
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Castle advises on sale of UK Brightwell to Italian company
Castle Corporate Finance advised on the sale of the UK headquartered Brightwell Group to Italian company Seko. Brightwell designs and manufacturers branded…
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RM Funds completes £6m construction facility to IC Capital
RM Funds, the investment manager of the listed specialist in debt solutions for businesses, RM Secured Direct Lending (“RMDL”), has provided…
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Will We Be Disrupted?
Should the financial planning profession be worried about the impact of lower cost, technology-driven solutions? Not if you keep the focus on…
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Weekend Press Review: money on Sunday – a round-up of this weekend’s personal finance pages
If you’re still reeling at finishing last in the Eurovision Song Contest, even behind San Marino, here’s something to take your mind…
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New Head of Corporate Finance at Deepbridge
Tax-efficient investment manager Deepbridge Capital has appointed Samantha Piddington as its new Head of Corporate Finance. Piddington rejoins Deepbridge after previously…
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Great Point backs Seven Seas Films to support growth and meet demand for new content and hit TV shows
Great Point, the UK’s leading independent media and investment firm, has today announced it has invested in Seven Seas Films – an…
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How To Use Your SEO to Increase Your Brand Exposure
This is the first in a series of articles from Jon Pittham, Managing Director at ClientsFirst, aimed at enhancing your brand’s online…