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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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Gap between dream retirement age vs. expectation widens to 5 years: hopes of retiring at 62 fade as expectation shifts to 67
The Retirement Expectation Gap – the gap between when Brits want to retire and when they actually think they will be abl…
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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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Invesco’s asset allocation outlook for 2025: Cautiously embracing risk
Invesco’s Global Market Strategy Office (GMS) has published its annual asset allocation outlook for 2025, which outlines a constructive environment for financial…
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Blackfinch ‘understanding EIS’ survey winners revealed
Recently, IFA Magazine partnered with Blackfinch to run a survey focused on better understanding EIS and its intended purpose. The survey aimed…
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M&PI Podcast #12: Exploring opportunities in later-life lending with more2life’s Dave Harris
Welcome to this week’s Mortgage & Property Investment edition of IFA Talk! In this episode, we dive into the exciting world of…
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Financial Ombudsman Service sees complaints increase by more than 50%
Complaints about fraud and scams, current accounts and credit cards are at record highs, according to new figures published by the Financial…
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Orphan clients set to increase as advisers grapple with regulation and profitability, NextWealth finds
Almost three-quarters (72%) of advisers say they are ending relationships with more clients than usual, finds NextWealth. Termed ‘offboarding’, during 2024, two…
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atomos appoints Joshua Gennet as Head of Investments
atomos announces the appointment of Joshua Gennet as Head of Investments. Gennet, who has held roles in derivative trading, portfolio management, risk…
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Evelyn Partners: Financial gifts on the cards this Christmas as inheritance tax net tightens
Every Christmas, many older family members choose to swerve the present-selection minefield with financial gifts to their young relatives. This year, financial…
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Scottish Widows Platform integrates ATEB Suitability to simplify adviser reporting
Scottish Widows Platform is now connected with ATEB Suitability, an easy-to-use, intelligent suitability report writing software which simplifies, automates and centralises reports…
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Unicorn AIM VCT announces intention to launch new £20 million offer
Unicorn AIM VCT (‘the Company’) has announced its intention to launch a new offer for subscription to raise £20 million, with an over-allotment facility to…
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40% rise in crypto ownership will ramp up tax compliance activity warns BDO
The 40% rise in the number of Britons owning crypto-assets revealed by the latest FCA survey will lead to a ramping up…
