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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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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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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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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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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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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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Foster Denovo: Teachers set to pay more into The Teachers’ Pension Scheme for first time since 2015
Teachers at independent schools are to be asked to pay higher contributions into the Teachers’ Pension Scheme (TPS) for the first time…
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How to unlock a more human retirement advice proposition
Written by Charles Burton, LV= Wealth Investment Proposition Manager As greater regulatory focus lands on tailoring advice to the needs and characteristics…
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Multi-Asset: alternative sources of diversification remain crucial says Invesco’s Georgina Taylor
In the following Q&A, Georgina shares her thinking on some of the risks and opportunities facing multi-asset investors and her outlook for…
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From fragility to greater stability: economic outlook and investment strategies in the Euro area
Despite a weak growth outlook, the Euro area’s increased resilience and stability makes European fixed income investments attractive say Peder Beck-Friis and…
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The divergence dividend: Fidelity shares 2025 investment outlook
A landmark US election, new stimulus in China, and growing geopolitical tensions mean the second half of the 2020s will be markedly…
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Halifax Affordability Review: Homebuying affordability improves as house price to income ratio eases
Modest house price inflation, combined with strong wage growth, means buying a home is becoming more affordable relative to income, according to…
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Dudley Building Society launches two-year discount products for Buy-to-Let and Holiday Let markets with rate reductions of up to 0.77%
Dudley Building Society has announced the launch of two new two-year discount mortgage products for Buy-to-Let (BTL) and Holiday Let customers, effective…
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ZeroKey integrates with Iress’ Xplan
As part of their mission to integrate technology and help eliminate manual data entry, ZeroKey today announced their integration with Iress’ Xplan…
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Equity Release Group urge for heightened online accuracy and an enriched consumer experience
The UK’s leading whole of market equity release experts, Equity Release Group (ERG), has called for the sector to level-up. The firm reveal…
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The UK faces a retirement crisis, according to BlackRock survey
BlackRock’s UK Read on Retirement 2024 survey, released today, reveals insights into the generational differences and shared challenges of those saving into UK Defined Contribution (DC) schemes,…
