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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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CISI warns FCA on rise in PI insurance as SME members sound alarm
The Chartered Institute for Securities & Investment (CISI) has raised concerns with the FCA over the increased Financial Ombudsman Service’s (FOS) compensation…
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Tesla headlines or McLaren bottom lines?
David McFadyen, High Yield Investment Analyst at Kames Capital, compares like with unlike… McLaren released their full year results for 2018 today.…
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Seneca IM optimistic about merger & acquisition outlook for mid-caps
Mark Wright, Fund Manager at Seneca Investment Managers, takes a look at mid-cap M&A activity. “We invest predominately in mid-caps for a…
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Inheritance tax receipts hit new record high
Neil Jones, Wealth Management and Tax Specialist at Canada Life, reflects on the increase in IHT revenue: “It is another record year…
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SEP sells wind farm portfolio to Pensions Infrastructure Platform
Scottish Equity Partners (SEP) has sold its portfolio of onshore wind farms to Pensions Infrastructure Platform (PiP) for an enterprise value…
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Record quarter sees Seneca invest £10m in SMEs
Investment firm Seneca Partners has completed seven new growth capital investments in the first quarter of 2019 into fast growing UK…
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EMV Capital completes acquisition of telehealth company
EMV Capital has completed the acquisition of telehealth company Wanda. Wanda, headquartered in San Francisco, is a leader in providing AI-based…
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Tatton Asset Management progress report
Tatton Asset Management, the on-platform discretionary fund management and IFA support services business, has issued an update for the 12 months ended…
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Freedom Finance bolsters leadership team with new CFO appointment
Fintech platform Freedom Finance have appointed Neill Skinner as its Chief Finance Officer. Reporting to CEO Brian Brodie, Neill Skinner will be…
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Government announces £170million investment to combat skills gap
EISA unveil startling statistics on the lack of support for students and the impact on SMEs The UK government is investing…