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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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Explore the Blackfinch Adapt AIM Portfolios
With clients increasingly looking to locate methods to reduce their inheritance tax and obtain business relief, investment funds which provide that relief…
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The Power of Attorney misunderstanding – six in 10 believe partner would be able to manage their savings without PoA
Research conducted by Paragon Bank has revealed a significant misunderstanding surrounding the necessity of appointing a Power of Attorney (PoA). Nearly six…
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SDR labels need to be better understood by end investors
A year on from the FCA publishing their rules on anti-greenwashing, the latest wave of Research in Finance’s Retail Consumer Interest Study (RCI) explores…
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More than 5.5m private renters could only afford 10 weeks off work
More than one in three (35%) private renters1 in the UK – equivalent to 5.5m people2 – would run out of savings within 10…
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SPP warn of “unduly onerous” CDC regulations
Ahead of its closure tomorrow, the Society of Pension Professionals (SPP) has today (Monday 18th November 2024) published its response to the current DWP consultation on draft…
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Royal London simplifies governed portfolio range
Royal London, the UK’s largest life, pensions and investment mutual, has today made changes to its Governed Portfolio range – reducing the…
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CISI announces Financial Planning Week 2025 as an opportunity to give back
Professional body and educational charity the Chartered Institute for Securities & Investment (CISI) has announced UK Financial Planning Week (27 January – 2…
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Buying a home at auction will help homeowners in dash to avoid Stamp Duty increases
Recent reports suggest that buyers are looking to save time and money by buying chain free homes before the Stamp Duty increases…
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Rathbones Asset Management expands multi-asset team
Rathbones Asset Management has appointed Emma Letheren to its multi-asset team as an equity research analyst This latest hire follows that of…
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Atom bank cuts variable and fixed commercial rates
Atom bank, the UK’s first app-only bank, has reduced the rates on its commercial mortgage range by up to 0.76%. The rate…
