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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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EISA Celebrating 25 Years | GBI 13
While we are all conscious of the machinations of politics around Brexit at the moment, as I write this, everything is still,…
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Third episode of the GrowthInvest Adviser Hour Series
The third episode within the GrowthInvest Adviser Hour Series, the webinar series focusing on tax-efficient investments, airs on Thursday 24th January at 11am. The episode…
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Calculus extends VCT zero-fee
EIS and VCT specialist Calculus Capital has extended the zero initial fees offer on its new VCT until the middle of…
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Kaia Health raises $10m to help combat back pain
Digital therapeutics pioneer Kaia Health, creator of one of the world’s leading back pain apps, has raised $10m in a Series…
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Weekend press review: The Corbyn factor
We’ll start with an apology. If you’re looking for inspiring, uplifting material to boost your spirits in this cold January weather, our…
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Brexit worries depress EIS valuations, but 2019 outlook is bright
The outlook for tax efficient investing as we head into the New Year presents something of a paradox says Dermot Campbell CEO…
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Central economic scenario: Steady as she goes – 65% probability
Shamik Dhar, Chief Economist at BNY Mellon Investment Management, shares his predictions for 2019: Our central economic forecast sees the world economy…
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Schroders supports new CISI Financial Planning Mentoring Scheme
Schroders is to support the CISI’s Financial Planning Mentoring Scheme by offering an exclusive helpline for the scheme mentees and mentors. The…
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Canada Life’s CIO 2019 outlook: slow and low
An unnerving 2018 After some remarkable ups and downs in 2018, asset prices have come back to earth and global growth is…
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Consumers bracing themselves for major financial crisis and housing crash
Consumers are bracing themselves for a major financial crisis and housing crash this year. So says a new poll from Spearvest, the wealth…