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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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Seneca Investment Managers going for gold
Seneca IM, the boutique, Multi-Asset Value Investment specialist, has started building a position in gold across its funds as protection against what…
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Weekend Press Review: the rich list…who made it?
After a quick look at The Sunday Times Rich List 2019 and being mildly disappointed but not totally surprised that yet again…
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Celebrate Good Times (And a Long History Of Responsible Investing)!
By Audrey Ryan, manager of the Kames Ethical Equity Fund Later this month we celebrate the 30 year anniversary of the Kames…
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Eight Things Great Brands Know How To Do
As a financial planner, it’s never been easier to take your message public – with innumerable places to say what you want…
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Investors Want To Make An Impact. And So Should You
Chris Holmes, Investment Adviser, John Laing Environmental Assets Group (JLEN) More than 70% of investors have never been offered ESG-based investment opportunities.…
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NS&I launches new online service for financial advice firms
NS&I has launched a new online service for financial advice firms. Firms now have secure online access to information on their clients’…
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BNY Mellon Investment Management rebrands UK fund range as part of global brand review
BNY Mellon Investment Management, one of the world’s largest investment management firms with US$1.8 trillion in assets under management, has announced that…
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FX – this month’s tip
Dora Maleviciute of leading currency brokers TorFX gave us an interesting insight recently which demonstrates how financial advisors can help minimise the…
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Hargreaves Lansdown Select Global Growth Shares fund raises £298 million
The HL Select Global Growth Shares fund is a portfolio of high quality shares from markets around the globe. Managed by Steve…
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Sustainability and Investing
Dr Marc-Olivier Buffle, Senior Product Specialist – Global Environmental Opportunities Fund at Pictet Asset Management, outlines why sustainable investing no longer means…