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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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Barnett Waddingham announces Baroness Helena Morrissey as Non-Executive Chair
Barnett Waddingham (BW), a leading independent professional services consultancy, today announces the appointment of Baroness Helena Morrissey as Non-Executive Chair of its…
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Fidelity International appoints new Chair of Fidelity Master Trust
Fidelity International has announced the appointment of Mark Cliff as a new Trustee of the Fidelity Master Trust (FMT) from 6 January…
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Why Go-to-Market is critical to the success of early-stage investments, according to Haatch
Haatch is a specialist business-to-business software investor (B2B SaaS) and focuses on taking companies from 0-to-1. 3 truths drive the Haatch investment…
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Square 1 Media celebrates the success of the 2024 Mortgage Market Debate
Square 1 Media, the specialist PR and marketing agency for mortgages, specialist finance, and the wider financial services sector, has today reflected…
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Why greater clarity over pension investments would boost engagement
Ahmed Bawa, CEO of Rosemount Financial Solutions (IFA) tells us why he believes that if we’re to start to close the advice…
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Investors willing to invest +2.6% in companies with a strategic CFO
New data from OneStream’s Finance 2035: Return to Investment report reveals a shift in investor expectations – looking to CFO competence over CEO competence…
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Why work with a specialist provider? A Q&A with Chester Rose FP’s Sue Allen
With over 20 years of experience working with dental professionals, Sue Allen, Head of Financial Planning at Chester Rose Financial Planning, knows…
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Global demand for research will spike under Trump, with investor uncertainty set to reach critical levels, predicts BCA Research CEO Eric Jaffe
Jaffe’s forecast follows Donald Trump’s historic return to office and reports that the Republicans have won a majority in the House of Representatives, taking full control of Congress (Bloomberg). Trump’s second…
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New Growth Engines for a Changing World – HSBC shares Q1 2025 investment outlook
HSBC Global Private Banking is advising clients to keep cash at a minimum to seize opportunities in public and private markets amid…
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Gold or bitcoin: IBOSS’ Thompson shares his latest analysis on building an investment portfolio following Trump’s election win
Sharing his reflections on last week in the markets and what might lie ahead, Rupert Thompson, IBOSS Chief Economist, part of Kingswood…