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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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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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Fidelity Personal Investors balance safety and growth as cash and gold funds dominate in September
Investor behaviour on Fidelity International’s (“Fidelity”) Personal Investing platform in September highlighted a two-p…
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Charles Stanley Oxford expands with new hires
Wealth manager Charles Stanley has expanded its Oxford office throughout the year with a number of new hires. Ian Brookes (above) joins…
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Markets going back to reality in 2019 says HSBC
Joseph Little, Global Chief Strategist, HSBC Global Asset Management, shares his investment outlook for the year ahead: 2018 has been a difficult…
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Invesco’s UK and European equities outlooks for 2019
Invesco’s Head of UK equities, Mark Barnett, and Head of European equities, Jeff Taylor, offer their outlooks for equity markets in the…
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The Exiteers | Movem
Bringing you news of successful exits in the sector FUND: Seed Mentors Seed EIS EXIT: Movem What Does The Company Do? Movem…
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YFM exits Gill Marine
YFM Equity Partners has sold its stake in Gill Marine Holdings for an undisclosed sum to the Myers family office, working…
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Bregal Milestone invests in e-mobility specialist Greenstorm
European private capital firm Bregal Milestone has completed an investment into Greenstorm, an e-mobility and e-commerce company based in Kufstein, Austria. The…
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Weekend press review: how will Brexit affect your finances?
SPOLIER ALERT>>> Bah humbug. If it’s Christmas cheer you’re looking for then you’d best look away now as there is precious little…
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Enhanced Company Profiles | Octopus Investments
Phone: 0800 316 2295 Email: clientrelations@octopusinvestments.com Website: octopusinvestments.com Company Overview When Octopus was founded in 2000, we wanted to build an investment…
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EIS: Don’t Wait And See, Invest!
The latest Budget shows the government continues to throw its weight behind EIS, says Andrew Aldridge, Head of Marketing at Deepbridge Capital,…
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“Is another global recession looming?”
Peter Elston, CIO at Seneca Investment Managers, on his market outlook: “Is another global recession looming? That is surely the million dollar…