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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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Inaugural UK Tech Tracker Survey reveals start-up confidence levels and barriers to growth
UK tech start-ups remain overwhelmingly confident despite government’s ‘awful’ handling of Brexit, according to Studio Graphene’s independent research. More than 100…
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Calculus Capital invests £2.5m in innovation management software provider Wazoku
Alexander Crawford, Co-Head of New Investments at Calculus Capital, who are investing in Wazoku, creators of Idea Spotlight Enterprise Investment Scheme…
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Investec provides £53.5m loan for Scape Surrey 2 student development in Guildford
Investec Structured Property Finance has agreed to provide a joint venture between Scape UK and HG Construction with a £53.5m senior debt…
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ArchOver drives UK expansion in Hertfordshire & Bedfordshire
ArchOver, the P2P business lending platform, is expanding its presence in the UK with a new office in Hatfield. The regional hub…
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Celebrating 25 years of small business investment success
Call for Entries – nominate the outstanding contributions to the last 25 years of EIS This year marks 25 years of…
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Sustainable Investment: The Whats, Whys And Hows
Julia Dreblow Director SRI Services, founder of the Fund EcoMarket fund tool, highlights how advisers can identify the most appropriate funds within…
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Rowley Turton sign up to the Pension Transfer Gold Standard
As part of their commitment to the highest professional standards, Leicester based financial advisers Rowley Turton have adopted the Pension Transfer Gold…
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FSCS announces its final levy for 2019/20 at £532m
The Financial Services Compensation Scheme (FSCS) has announced its levy for 2019/20, and will levy firms £532m this year, £16m more than…
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JHC transforms digital landscape for wealth managers
Wealth management fintech firm JHC Systems has launched its Digital Wealth Platform. It allows firms to digitise key processes, which will improve…
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Now might be the time to take fresh stock of Japan
Johan Du Preez, Head of Japanese Equities at M&G Investments, examines whether it could be a new era for Japanese stocks …