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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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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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Celebrity splits shine light on need for financial advice during divorce
The separation of an Oscar-winning actress and Grammy-winning musician sparks questions for divorce and finances. While…
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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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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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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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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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Managing EIS Risk: Examining The Baby And The Bathwater
Image credit: CSG Ltd Rule changes mean EIS investing is more risky but that doesn’t mean there aren’t opportunities, says Lisa Best…
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Governance In The World Of Business Relief
Advisers need to look at the quality of governance behind business relief products, says Hardman & Co When advisers first start looking…
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Know Your EIS Investees
Oxford Capital explains why personalised due diligence is fundamental to its investment process Not everything in the world of EIS has changed…
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Winners of CISI Financial Planning Gala Awards 2018 revealed
The Chartered Institute for Securities & Investment (CISI) is delighted to announce and congratulate the winners of our Financial Planning Gala…
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Prospex launches crowdfunding campaign to bring AI capabilities to UK SMEs
Artificial intelligence startup Prospex has launched a crowdfunding campaign on SyndicateRoom. Prospex is preparing for the roll-out of its lead generation…
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The GrowthInvest Adviser Hour: Alternative thinking
The GrowthInvest Adviser Hour Episode 4 delves into the world of alternatives and debt based products (discussing why advisers are increasingly looking…
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Mobeus backs Preservica
Preservica has received a £7.5m ($10m) Series B investment from Mobeus Equity Partners. The money will be used to meet accelerating…
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Weekend press review: investment choices
The Sunday Times business section is reporting some rather worrying trends this week. Firstly, with Bank of England figures due out this…
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KW Wealth acquires Marchant McKechnie
KW Wealth, the independent wealth management group, has acquired the East Yorkshire based independent financial advisory firm Marchant McKechnie. No terms were…
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Why Planning Ahead Is Essential To Optimise The Best VCT
With the lifetime allowance tightening around pensions, Octopus tell us why VCTs could offer a solution for clients Pensions have been increasingly…