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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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Defaqto wins adviser voted planning tool award
Defaqto has won the Leading Independent Planning Tool Provider category at Schroders UK Platform Awards 2018. According to Schroders, this award is…
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The GrowthInvest Adviser Hour: Estate Planning and Inheritance Tax Special
The GrowthInvest Adviser Hour, the webinar series focusing on tax efficient investments, continues tomorrow with Episode 3 – Estate & Planning & IHT Special. Tomorrow…
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Tilney appoints Duncan Budd as financial planner
Investment management and financial planning group Tilney has appointed Duncan Budd as a financial planner. Budd joined from DB financial, the firm…
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Octopus Property funds £12.7m West London residential scheme
Specialist property lender Octopus Property, part of the Octopus Group, has backed a Saudi Arabian investor, Snabil Limited, with a £12.7m…
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GBI 2018 Yearbook
Welcome to the 2018/19 GBI Yearbook – the adviser’s bible to tax efficient investments. Packed with insightful and educative Thought Leadership features,…
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Weekend press review: four new investment trusts to launch
Concerns over a possible hike in CGT as part of the forthcoming budget, lie at the heart of the article in The…
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Former Tory party treasurer Lord Fink backs Project Etopia
Former Conservative Party Treasurer Lord Stanley Fink has backed the next generation of UK housing with a £3m million investment in…
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IFAs want more product ratings to support client interest in ESG
New research concludes that IFAs want additional ratings to support client interest in environmental, social and governance (ESG) products. The headlines from…
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aescuvest and EIT Health launch first pan-European equity crowdfunding platform for healthcare
aescuvest and EIT Health have launched the first pan-European equity crowdfunding platform for European healthcare companies. aescuvest.eu aims to be the number one…