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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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Inheritance tax: Lessons from the super-rich
Neil Jones, Wealth Management and Tax Specialist at Canada Life: The recent report by the Office of Tax Simplification revealed something peculiar.…
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Blackfinch extends EIS Carry-Back date
Blackfinch EIS Carry-Back Deadline Extended: 29th March 2019 Ahead of tax-year end, there’s still time to help your clients reduce their…
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British small business defies Brexit uncertainty
Luke Davis, CEO of IW Capital: In 2018, the number of new businesses registered in the UK grew by 6% compared…
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YFM backs Frescobol Carioca, the luxury men’s resort wear and lifestyle brand
YFM Equity Partners, the specialist private equity fund manager, has backed Rio beach lifestyle brand Frescobol Carioca. YFM’s investment comes from…
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Enhanced Company Profiles | Newable Private Investing
Email: Sanjeev.gordhan@newable.co.uk Website: www.newable.co.uk/private-investing Company Overview Newable works with businesses at the heart of the UK economy, helping them start-up and grow…
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What’s Going On With Oil | IFA 77 | April 2019
If you’re picking up this month’s edition of IFA Magazine in the vague hope of finding some detailed, sensible analysis of what is…
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Supporting Growth In The Creative Industries | GBI 14 | April 2019
And here we are again. I suspect we all hoped that the Brexit situation would be at least a bit clearer by…
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Cowgills Wealth launches in Ilkley
The former Jacobs Financial Services in Ilkley, West Yorkshire, has been rebranded and relaunched as Cowgills Wealth. Jacobs Financial Services was acquired…
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SimplyBiz Group acquires Defaqto for £74.3m
The SimplyBiz Group has acquired Regulus Topco, owner of Defaqto, for £74.3m. The company also announced a conditional institutional placing at 180p…
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Standard Life Aberdeen wins dispute with Lloyds Banking Group/Scottish Widows
Standard Life Aberdeen has won its dispute with Lloyds Banking Group/Scottish Widows (LBG). An arbitration panel has ruled that LBG was not entitled…