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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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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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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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Congratulations to Unbiased founder, Karen Barrett, on winning the Great British Entrepreneur of the Year award
We’re delighted to report that Karen Barrett, founder and chief executive of Unbiased, has been announced as the Great British Entrepreneur of…
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FCA fines Barclays £40 million
The Financial Conduct Authority (FCA) has fined Barclays £40 million in total for its failure to disclose certain arrangements with Qatari entities…
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FCA launches first research competition to help drive UK economic growth
The Financial Conduct Authority is launching its first competition to fund research into how regulation can support national growth. This follows a review…
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Evelyn Partners announces sale of Professional Services business to funds advised by Apax
Evelyn Partners Group Limited (“the Group”) announces it has reached a binding agreement to sell its Professional Services business to funds advised…
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State Street Global Advisers: Is Trump a Green Light for Convertibles and US High Yield?
The Trump election victory has been so far much more supportive for equities than for bonds. The prevailing risk-on mood suggests sticking…
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Industry expert comments on government’s written statement regarding leasehold reform
Sunday 24th November marks six months since the Leasehold and Freehold Reform Act 2024 was passed in the wash-up before the last…
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PIMCO Fed 2025 Outlook: Hikes Still Unlikely
Many investors are asking whether the Federal Reserve will cut again in December or leave the fed funds target rate at the…
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Why HR has become more of a target for cyberattacks
An email titled ‘Job Application’ lands in your inbox. Naturally, you open it and click on the attachment marked ‘CV’. The next…
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What does Donald Trump’s re-election mean for UK finances?
A new president in the White House, along with the policy change this brings, will no doubt create opportunities and threats domestically.…
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MKC Wealth acquires Stockport and Urmston IFA firms
MKC Wealth, the independent wealth management firm backed by Cabot Square Capital, has announced the acquisition of Stockport-based IFA Warr & Co…
