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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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Inheritance tax receipts set to smash through £8bn annual level – Charles Stanley
Government inheritance tax (IHT) receipts are on course to be around 40% higher than just three years ago following the first seven…
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Protecting from the financial consequences of everyday accidents
With reports that the Met Office issued yellow weather alerts for snow and ice, covering the Midlands, northern England, Northern Ireland, northeast Wales, eastern…
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PruFund celebrates 20 year anniversary | Clive Bolton, M&G Life CEO, invites advisers to attend virtual seminar from 13.00 today
M&G Life is today celebrating the fact that its £62 billion smoothed multi-asset PruFund range is enjoying its 20th anniversary today, 25th…
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As average house price falls by £5,000 new study reveals best UK areas to save for a deposit
New data has revealed the best places in the UK to live if you’re looking to save a house deposit quickly. UK…
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Propertymark pledges support during Carbon Monoxide Awareness Week
With Carbon Monoxide (CO) Awareness Week running last week between 18-24 November, Propertymark is encouraging agents to ensure they have full understanding of…
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Majority of Family Lawyers Reject Caps on Spousal Maintenance, Reveals Charles Russell Speechlys’ Survey
A new survey from Charles Russell Speechlys, shows that the majority of family lawyers believe there should not be a maximum period…
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Rosemount Financial Solutions (IFA) announces Perenna partnership
Rosemount Financial Solutions (IFA), the mortgage, protection and financial planning network, has added mortgage bank Perenna to its lender panel. The partnership…
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New records for dividends: Dividends rise by more than 5% year-on-year in Q3
Written by Viktor Nossek, Head of Investment & Product Analytics, Vanguard Europe Third-quarter payout growth of $30 billion year-over-year was supported by China…
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Invesco: Retirement advice gap and outdated products are leaving DC savers short
A large proportion of defined contribution (DC) savers are at risk of an advice gap both at and in retirement, according to…
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Not-for-profit employers should review their strategies in light of Growth Plan 2023 triennial valuation results – LCP
The latest triennial valuation of the TPT Growth Plan reveals significant funding improvements on ongoing and exit measures, and LCP is urging…