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Trending Articles
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Ten reasons why the FTSE 100 could hit 10,000 by Christmas
Neil Wilson, Investor Strategist at Saxo UK, says the FTSE 100’s steady climb could see it reach 10,000 by Christmas. Va…
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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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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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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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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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Market Report: Stock markets hold the high ground as US shut down drags on
Stocks held firm as the US shutdown dragged on, with the FTSE higher at the open. Wall Street hit new highs on tech stre…
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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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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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Investors pull £1.8bn from funds in August as caution widens
Retail investors pulled nearly £2bn from equity funds in August, IA data shows, while government bond funds saw record r…
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Moneyfacts: Loyalty costs savers as top rates dip
Falling bond rates and sticky inflation mean savers who stay loyal risk missing out on the most competitive returns. Mon…
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Why we’re never more than two steps away from financial vulnerability
Beth Yolland-Jones, Clinical Lead at duty of care assessment company Comentis, explains how, not only are we all susceptible to financial vulnerability,…
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Cybersecurity: Best Practices for Financial Advisers
By Brad Powar, Head of Technology, ValidPath In today’s digital age, ensuring safe communication with clients is paramount for financial advisers. Often…
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Demand for health and protection insurance expected to rise in 2025, with advisers confident of meeting client needs
UK protection and health insurer, The Exeter, has today released new findings from a nationwide survey of the UK’s insurance advice community with…
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Industry experts react to latest Federal Reserve interest rate decision
Following the Federal Reserve’s latest interest rate decision to cut rates by 25bps, industry experts have shared their thoughts with IFA Magazine. Patrick…
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Pessimism about the economy rising among homeowners and savers finds FBS Survey
Homeowners and savers feel more pessimistic about the future of the economy and their own financial wellbeing according to a survey by…
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Cirencester Friendly achieves Protection Distributors Group Claims Charter status
The PDG Claims Charter was introduced in 2018 to improve outcomes for claimants by raising basic levels of Best Practise undertaken by…
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Transfer values fell to a 12 month-low during November before recovering slightly
XPS Group’s Transfer Value Index reached a 12-month low, dropping to £151,000 during November 2024 before then recovering to its previous month-end position…
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Lifetime mortgages offer answer to inheritance worries
Written by Sanjay Gadhia, Head of Sales at later life lender, Standard Life Home Finance Now that the dust has settled from…
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Inheritance tax changes for farmers – How can they prepare?
Written by Matthew Yates, Partner and Joint Head of the Private Client team, Hunters Law LLP The government’s plan to impose inheritance…
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Quilter adds three more firms to its network
Quilter Financial Planning, the financial advice network of FTSE 250-listed Quilter plc, is pleased to announce that it has welcomed three new…
