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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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Brexit comment: “Theresa May must now return to Brussels on a wing and a prayer to renegotiate the Irish backstop”
Managers from the Janus Henderson fixed income and UK multi-asset teams comment on the latest developments on Brexit following the votes in…
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Foresight backs ClubSpark
Foresight Group had made a £2.15m growth capital investment into Sportlabs Technology. Sportlabs trades as ClubSpark, the awarding-winning specialist software company…
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Calculus invests in FinTech Essentia Analytics
EIS and VCT specialist Calculus Capital has invested £2.5m in FinTech company Essentia Analytics. Essentia is leading provider of behavioural data…
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Weekend press review: “Dawn of a new mis-selling scandal?”
It’s the ongoing problem of the consequences of investors taking unregulated advice – and in particular the impact of investment into “high…
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25 Years Of EISA
To mark the 25th anniversary of the Enterprise Investment Scheme Association (EISA) we asked Mark Brownridge, Director General, to give us his…
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Baillie Gifford Multi Asset Income Fund appoints Gregory Turnbull Schwartz as a manager
Baillie Gifford, the Edinburgh based independent investment partnership, has appointed Gregory Turnbull Schwartz as a manager of its Multi Asset Income Fund.…
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Where next for European markets? | February Issue
Brace, Brace Firstly, I’m starting with an apology. It might be almost February, but this is our first publication of the New…
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Brexit: logic dictates despite uncertainty
A view from Donald Maxwell-Scott, Technical Investment Manager at Rowan Dartington: The only certainty is uncertainty when it comes to Brexit, however, logic…
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Brewin Dolphin trading update: “…intermediary client activity has slowed whilst intermediaries and their clients assess the current environment.”
Brewin Dolphin, one of the UK’s leading independent providers of discretionary wealth management, has issued its quarterly trading update for the quarter ended 31…
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o2h Ventures set to tap into excitement around biotech therapeutics
Currently there is no venture capital fund solely focused on investing in early stage biotech therapeutics in the UK. This is about…