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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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Owl makes Aisling McArdle partner
Aisling McArdle has joined the Owl Private Office, a wealth management advisory firm serving wealthy families and endowments, as a partner. Most…
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Why is Clark Kent looking dishevelled?
As the FCA takes a look into the drivers of change and sources of potential harm in various markets – including saving,…
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Could allocations to infrastructure funds be set to soar?
Six-in-ten financial advisers are looking to increase their clients’ allocation to infrastructure over the next three years, an increase from 32% last year. So…
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Weekend press review: assets and divorce
With Christmas and the New Year over for another year, our attention turns back to matters of financial planning as we scour…
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Sanlam acquires Astute Wealth Management
Sanlam UK, part of the international financial services group Sanlam, has acquired the chartered financial planning business Astute Wealth Management. Based in…
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Six in three weeks as YFM completes £100m of deals
An article from YFM Equity Partners which has recently achieved four exits as trade and PE buyers remain active: If the…
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The GrowthInvest Adviser Hour Series is back
The GrowthInvest Adviser Hour Series, the webinar series focusing on tax-efficient investments, is back for its third series on Thursday 10th January at…
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TIME promotes Roger Skeldon to co-fund manager
TIME Investments, the long income property and estate planning firm, has promoted Roger Skeldon to co-fund manager of its TIME:Commercial Freehold…
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What does 2019 hold for the US, Asian and Emerging Markets?
Invesco’s Head of US Equities, Simon Laing and Co-Heads of Asian and Emerging Market Equities, Will Lam and Ian Hargreaves, on their…
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Tilney acquires Index Wealth Management
Tilney, the investment and financial planning group, has acquired Index Wealth Management. Established in 2004 by Les Phillips and Noel Farrelly, Index…