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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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May loses vote – comment
Industry comment on Theresa May’s historic defeat last night: Catherine McGuinness, Policy Chair at the City of London Corporation: “Parliament’s decision to reject…
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AVORA raises $6.5m in Series A round
UK start-up AVORA, the enterprise analytics platform powered by native machine learning technology, has raised $6.5m (£5.1m) in a Series A…
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Second episode of the GrowthInvest Adviser Hour Series
The second episode within the GrowthInvest Adviser Hour Series, the webinar series focusing on tax-efficient investments, airs on Thursday 17th January at 11am. The episode…
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Few remaining tickets for Foresight Williams Technology EIS Fund seminar at the famous Williams’ F1 headquarters
There’s only a few tickets remaining for the Foresight Williams Technology EIS Fund seminar at the famous Williams’ F1 headquarters. The event takes…
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Ingenious launches Vision VCT
Ingenious, the alternative investment manager that specialises in the media sector, has launched the Ingenious Vision VCT. The focus is to…
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Albion Capital launches £36m VCT fundraising
Albion Capital, the leading independent investment manager, is looking to raise up to £36 million through top up offers for its…
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Weekend press review: where do you put your cash?
With Theresa May’s big Brexit vote scheduled to take place in Parliament tomorrow, markets are bracing themselves for more volatility whatever way…
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Richard McGregor appointed to new role as National Head of Court of Protection and Personal Injury at Brown Shipley
Brown Shipley, who specialise in wealth planning, investment management and lending, has appointed Richard McGregor as National Head of Court of Protection…
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Private clients increasingly interested in private capital exposure
Robert Crowter-Jones, Head of Private Capital at Saranac Partners (an advisor to UHNWIs/families on private capital opportunities and transactions), believes that private…