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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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abrdn announce key appointments in Multi Asset and Alternatives team
Today abrdn have announced some personnel changes in its multi asset and alternatives leadership team which, the asset manager says, is drawing…
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Should investors put America first? Fidelity’s Tom Stevenson shares 3 US funds of interest
In this analysis, Tom Stevenson, Investment Director, Fidelity International, considers three funds for investing in the US from Fidelity International’s Select 50…
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Fund manager update: TEMIT’s Chetan Sehgal shares his latest outlook for the Emerging Markets sector
Sharing his latest thoughts with us on risks and opportunities that lie ahead for investors in Emerging Markets, Chetan Sehgal (pictured), Portfolio…
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Mastering the MPS Landscape
In the ever-evolving Managed Portfolio Service (MPS) market, staying ahead of the curve is crucial for independent financial advisers (IFAs). Craig Wright…
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“EIS may become even more popular” following BPR IHT relief announcement, says Oxford Capital’s Mark Bower-Easton
Following the news that business property relief for inheritance tax will drop in 2026, we have reached out to experts to find…
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Landmark Information Group’s new report reveals challenges in the property industry
Landmark Information Group has unveiled a comprehensive new research report that reveals significant frustrations among home movers, as well as the wider…
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HMRC issues scams warning as Self Assessment deadline looms
Concerned customers reported nearly 150,000 scam referrals to HMRC in the last year, as Self Assessment filers are warned to be alert…
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AJ Bell: NS&I cuts savings rates again – are Premium Bonds still worth it?
NS&I has announced that its Premium Bonds prize fund rate will be reduced to 4%, from the January draw. The odds of…
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Zurich teams up with cancer surviving opera singers to shine a light on the impact of cancer waiting times
A moving performance ‘About Time’ created by cancer-beating opera singers aims to give voice to the 77,000 people waiting more than two…
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Moneyfacts: Savings providers entering the fray hits a record high
Moneyfacts UK Savings Trends Treasury Report data shows more savings providers have joined the savings market, resulting in its highest count on record.…
