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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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Deepbridge appoints Andrew Aldridge as Chief Operating Officer
Leading venture capital investment manager Deepbridge Capital has today announced the appointment of Andrew Aldridge as Chief Operating Officer. Aldridge, who joined…
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Oxford Capital celebrates 25 years of backing brilliant technology startups
Oxford Capital, one of Oxford’s most successful investment firms, is celebrating 25 years in business. Starting out in a garage in Cumnor…
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Exploring the Vala Better Ventures EIS Fund
Sustainability is becoming an ever more prominent element for consideration when it comes to the investment sector, with a growing number of…
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Invesco: The four Trump policies most likely to impact economic growth
by Kristina Hooper, Chief Global Market Strategist, and Andy Blocker, Global Head of Public Policy and Strategic Partnerships As the US heads…
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New mortgage arrears cases drop but value of balances with arrears 18% higher than a year ago
The latest Mortgage Lending data from the Bank of England and FCA shows that the value of outstanding mortgage balances with arrears…
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Sarasin & Partners unveils low-cost investment suite with MPA Financial Management
Sarasin & Partners, the £19.6bn global thematic London-based asset manager, has joined forces with MPA Financial Management to create a bespoke suite…
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89% of employers would value a better understanding of the risk profile of the health and wellbeing of employees
In research conducted by Towergate Employee Benefits, the vast majority (89%) of employers stated it would be valuable to have a better understanding…
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Once upon a time in the west: Sharing his latest market analysis, Simplybiz’ Fabian Wiesner tells us why there’s room for optimism
By Fabian Wiesner, Head of Distribution Partnerships, Simplybiz 2024 is nearly gone already, and if, like me, you’ve spent most of the…
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Atom bank saves high street borrower with five-day mortgage turnaround
Atom bank, the UK’s highest rated bank on Trustpilot, has rescued a transaction from collapse after providing a residential mortgage within just five…
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Hanley Economic Building Society strengthens residential and RIO mortgage ranges
Hanley Economic Building Society has strengthened its residential and retirement interest-only (RIO) mortgage ranges through the introduction of four new products. The…