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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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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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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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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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Wilcox Young expands team
Wilcox Young has appointed Independent Financial Adviser Lidia Kowalska. She joins from Millfield Wealth Management, a Partner Practice of St James’s Place.…
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Mattioli Woods increases first half profits
Interim results highlights: • Total client assets of £8.79bn; • Revenue up 2.8% to £29.2m; • Profit before tax up 3.7% to…
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Weekend press review: Pensions in the spotlight
Is there really an easier way to boost pension returns? The Sunday Telegraph Money section is taking a relatively simple approach to…
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Supporting The Creative Industries
City Editor Neil Martin talks to Great Point Media’s Commercial Director Dan Perkins, to find out how 2018 was for them and…
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New EIS fund tunes-in to Government’s encouragement of young companies
A new fund is launched today which aims to be completely in tune with the Government’s strategy of encouraging the growth of…
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Vala Capital fund launch aims to disrupt EIS industry with radical fee structure
Vala Capital fund launch aims to disrupt EIS industry with radical fee structure Vala Capital, the UK venture capital firm, is looking…
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Kingswood acquires Thomas & Co Financial Services
Integrated wealth management group Kingswood has acquired Thomas & Co Financial Services, an Oxfordshire based financial advisory firm, for £3.3m. The deal…
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Towards A Challenge Led Approach To Venture Capital
For a long time, the traditional venture investing model has gone unchallenged. While portfolio returns can be significant, there remain large risks…
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AFH staff back Mind in 2019
Staff at national finance group AFH have chosen to raise money for mental health charity Mind in 2019. National charity Mind provides…
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Brexit comment “MPs vote against no-deal but what does this mean for UK businesses and investors?”
MPs vote against no-deal but what does this mean for UK businesses and investors Luke Davis, CEO of IW Capital, comments on…