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Trending Articles
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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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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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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 and capital gains tax receipts rise with budget changes set to turbo charge data
Following the latest HMRC tax receipts and national insurance contributions data, Rachael Griffin, tax and financial planning expert at Quilter has shared her…
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Disposing of a Property Portfolio Following Probate
By Paul Johnston, Corporate Sales Director at Leaders Romans Group (LRG) October’s Budget brought the unwelcome news that from April 2026, agricultural…
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Just Mortgages appoints Tara Catnott as new area director
National brokerage Just Mortgages has boosted its self-employed management team in the north with the appointment of Tara Catnott as area director. …
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Buying and selling a leasehold property – What’s changed and what’s set to change in the future?
By Clive Scrivener – Partner, Scrivener Tibbatts Ltd The leasehold property market has been under significant scrutiny in recent years, leading to…
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Borrowing comes in higher than expected in October
Following the latest public sector finances that showed borrowing of £17.4 billion in October, Danni Hewson, AJ Bell head of financial analysis, has commented. …
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A Global Post-Election M&A Deal Surge
Data from the Datasite platform, which annually facilitates 15,000 new global deals, shows that US and EMEA deals are already up –…
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Robeco publishes 2025 Outlook: ‘This is not a landing’
In its 2025 economic outlook titled ‘This is not a landing’, Robeco forecasts another challenging year for the global economy, marked by…
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Fixed Income: The argument for investing in bonds is the strongest it has been in years says Invesco’s FI team
Analysis from Invesco’s Fixed Income team Over the last couple of years, bonds have been anything but boring. The low-income environment that…
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The importance of strategic asset allocation
By Rob Starkey, Portfolio Manager, Schroder Investment Solutions Strategic asset allocation (SAA) is a cornerstone of investment management. This policy decision sets…
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UK companies need to do more to address modern slavery finds latest CCLA benchmark
More UK companies have found evidence of modern slavery in their operations or supply chains, according to an assessment undertaken for the…
