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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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Deepbridge appoints new Strategic Partnerships Manager
Deepbridge Capital, the tax-efficient investment manager, has appointed Anjali Roberts as Strategic Partnerships Manager, a new position within the firm. Roberts…
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ZoomDoc launches £2M EIS funding campaign
ZoomDoc, the disruptive on-demand GP service app, has launched a £2m EIS funding campaign. The service offers patients instant telemedicine consultations, as well…
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California Dreamin’
Gone are the days when retirement signalled the time to take it easy and put your feet up. Richard Harvey considers some…
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Cryptocurrencies Are Just the Tip of the Iceberg for Blockchain
Blockchain was introduced more than 10 years ago, but Invesco believes the potential for this technology to change the global economy is…
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Investing for income – Compliantly
How does compliance impact financial planners’ decisions when helping clients to achieve their income goals? Compliance consultant Tony Catt takes a look…
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Classic speedsters up for auction
The H&H Classics sale at Buxton next week will see a 1963 E-Type Jaguar Roadster (valued at around £50,000 to £60,000)…
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Morningstar appoints Chris Lee as Head of UK Sales & Business Development
Chris Lee has been appointed Head of UK Sales & Business Development at Morningstar. In this expanded role, Lee, who was Morningstar’s…
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New Fixed Interest Bonds introduced to Investors
Godwin Group is a UK-focused property development and investment company. Their strategy is to build, own and monetise a diversified portfolio of…
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Keeping It Simple – Putting Clients’ Needs First
When it comes to building effective portfolios for clients, Damien Rylett of Brunel Capital Partners argues the case for making sure that…
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Investing in Fixed Interest – From QE to QT
What does the prospect of rising interest rates mean for bond exposure within diversified investment portfolios? Ryan Hughes, Head of Active Portfolios…