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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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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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Autumn Budget: UK Banks in the crosshairs
UK banks could face higher taxes as the Chancellor looks to raise revenue, with a surcharge hike or tweaks to Bank of En…
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Fidelity’s Market Week: Tom Stevenson, Fidelity International, comments on gold – and other market forces this week
Gold surges and global markets roar ahead as investors chase safe havens and growth opportunities. Tom Stevenson, Invest…
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New US inflation data gives investment managers food for thought | Reaction
Key inflation data released in the US today has got asset managers talking, especially ahead of the second Trump Presidency which starts…
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TEI Podcast #2: Powering the future and navigating the energy transition with experts from Blackfinch Ventures
Welcome to a special episode of IFA Talk, brought to you in partnership with TEI Magazine. In this week’s podcast, we’re diving…
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LiveMore cuts all mortgage rates
LiveMore, the mortgage lender for people aged 50 to 90 plus, has reduced rates across all its 200 plus mortgages, spanning standard,…
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Unicorn Asset Management bolsters team with strategic appointments to drive growth and client engagement
Unicorn Asset Management, the independent UK equity specialist with a focus on small and mid-sized companies, has strengthened its team with two key…
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Adviser insight: Truly Independent’s Katie Brinsden tells us why smoothing the road to consolidation is on advisers’ minds for 2025
With 2025 just around the corner, many advisers will be reviewing their business strategy – including their succession plans. In her latest…
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Quilter names AllianceBernstein as a WealthSelect global partner following appointment on fund
Quilter Investors has today announced it is adding AllianceBernstein to its list of WealthSelect global partners following the appointment of the firm…
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Innovative PII provider, BareRock, joins Institute for Financial Wellbeing as Partner Member, reinforcing commitment to positive change for financial advice firms
BareRock, the digital-first Professional Indemnity Insurance (PII) provider, today announced that it has been approved as a Partner Member of the Institute…
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BlackRock accelerates wealth access to private markets in Europe, Middle East and Asia Pacific
Accelerating wealth access to private markets, BlackRock has launched an innovative evergreen private markets platform for wealth investors in Europe, which is…
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Buy-to-let rates rise after controversial Autumn Budget
The cost of buy-to-let mortgages have risen since Labour’s Autumn Budget, signalling that the market hasn’t responded well to Chancellor Rachel Reeves’…
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Most Mortgage Brokers Say Landlords are Looking to Expand Portfolios, Not Sell
According to research carried out for United Trust Bank Mortgages new white paper, 58% of brokers operating in the BTL space UTB Mortgages’ new white…
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