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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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M&G completes the market’s first Bulk Purchase Annuity transaction that shares value with a Corporate Sponsor
M&G plc has launched its Value Share Bulk Purchase Annuity (“BPA”) proposition by completing a c.£500m transaction with a private Corporate Sponsor…
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CLSQ launches Instant Insured Property Valuations
CLSQ has launched VerifyQ – a unique service that enables faster lending decisions by providing instant insured property valuations. VerifyQ has been launched…
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2025 Outlook: Slower growth amid geopolitical uncertainty, but opportunities remain
By William Davies, Global Chief Investment Officer at Columbia Threadneedle With equity markets rising 25% in 2023, there was not really an…
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Landlords facing £20bn bill to achieve EPC rating of C before 2030
New research from epIMS, the EPC and energy efficiency platform developed for landlords, reveals that private landlords in England are facing a total…
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Burnout & Pleasanteeism: the Challenges Plaguing UK Workplaces
As we approach the end of the year, many individuals are beginning to feel the effects of burnout while simultaneously trying to…
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The best cities to work per industry, revealed
Top Cities to Earn & Live: US Cities Lead the Way Best City to Work per Industry Looking at the top 10…
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56% of business owners eye exit amid tax hikes and economic uncertainty
As tax rises and economic challenges mount, a significant portion of business owners are contemplating their future. A new report by Arbuthnot Latham (due to be…
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Inheritance planning, retirement provisions and investments top the financial worry list for the UK’s mass affluent
Recent research from Monument, the challenger bank for the mass affluent reveals people’s worries and financial strengths as they navigate a period…
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Nearly seven in 10 gen z workers turn to social media to plan their careers
Nearly seven in 10 (68%) – or 6.4 million Gen Z workers use social media to career plan, according to a research…
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Research shows yawning gap between best and worst performing UK Government bond funds – gap of over 50% returns between best and worst
There’s a worryingly large gap between the returns of the best and worst performing bond fund managers shows analysis by Bowmore Wealth Group. The worst performing decile of UK Government bond funds…
