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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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Chancellor Rachel Reeves’ fiscal rules challenge: Three scenarios we could see in the Autumn Budget
Despite efforts to restore credibility, the UK’s fiscal framework is struggling to convince markets. With growth slowing…
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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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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…
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Protection Guru calls for a major rethink of how the protection industry engages with wealth advisers
Following the launch of the first Consumer Duty Alliance (CDA) Protection Forum, facilitated by, Protection Guru, the multi award-winning technical information service and…
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The evolution of Paraplanners: Mentorship, motivation and success strategies with Sam Patterson
In the often fast-paced and high-pressure world of financial services, in many cases, paraplanners are working behind the scenes, translating complex financial…
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Homeowners could nearly double their retirement savings by combining pensions and property wealth
New analysis of Office for National Statistics (ONS) data by Legal & General Retail has found that homeowners could nearly double the amount…
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Guest blog | Novia’s Linda Johnstone reminds us of the ‘real world’ disconnect between women, wealth and financial services – and why failing to overturn it remains such a barrier
In her latest blog for IFA Magazine, Linda Johnstone, Novia Global’s Head of Investment Proposition, tells us why she believes that progress…
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CIO Perspective: Positioning for resilience in fixed income
By David Knee, Deputy CIO, Fixed Income at M&G Investments The last two years have challenged accepted economic theory: despite the 5%…
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Three years of pension transfer regulations clouded by DWP inaction
30 November marked three years since the implementation of the Department for Work and Pensions’ (DWP) pension transfer regulations. New Freedom of…
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Navigating regulatory shifts and evolving charging structures in MPS
With the implementation of the Consumer Duty last year, it is interesting to consider how the various asset managers have embraced this…
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ECB set to cut rates by 25bp in December
By Michael Krautzberger, Global Chief Investment Officer Fixed Income at Allianz Global Investors Euro area data suggests that regional activity is slowing…