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Trending Articles
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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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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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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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AlbionVC appoints investment manager
Jay Wilson has joined AlbionVC, the technology investment arm of Albion Capital, as an investment manager. AlbionVC told GBI Magazine that Wilson´s appointment…
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Albemarle Street merges with Atlantic House Fund Management
Albemarle Street Partners, the specialist advice and investment management consultancy for advisers, has merged with Atlantic House Fund Management. Albemarle said the merger…
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4 reasons that enable the Side by Side Partnership to create better returns for investors
The Side by Side Partnership gives us an insight into EIS and growing bigger companies along with better returns for investors 1.…
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Finding Finance In A Post-Brexit World
Industry experts share their views on what the world of smaller company finance will look like after the March Brexit deadline As…
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Seneca EIS holding Wejo backed by General Motors
The Seneca Partners’ EIS investee business Wejo has been backed by General Motors, making it the most valuable British start-up in the…
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Brompton introduces new bike
Trendy bike company Brompton, favoured by many to complete their daily commute, has introduced a new version of their machine. The…
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Kuber Ventures adds three new funds
Kuber Ventures, the alternative investment platform specialising in EIS and SEIS, has added three new funds to its tax-efficient investment platform.…
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Foster Denovo Group acquires Orchard Wealth Cultivation
The Foster Denovo Group, a financial advisory business, has acquired Orchard Wealth Cultivation. Orchard is a family run financial planning firm based…
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deVere acquires UAE-based wealth adviser Prosperity
Independent financial advisory organisation de Vere Group has acquired Prosperity, a UAE-based wealth adviser. The value of the deal was not disclosed.…
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Fairstone sees client base rise to 51,000
Chartered financial planning firm Fairstone has seen its client base rise to 51,000 – a 25% increase on the previous year. The figures…