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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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MPowered Mortgages becomes first lender to launch dedicated digital broker community
MPowered Mortgages, the mortgage lender issuing instant offers, has today launched a dedicated broker community platform hosted on its website. The community, which can be found…
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Chancellor’s Mansion House pension reforms will be challenging among private sector schemes
In her Mansion House speech this evening, Chancellor Rachel Reeves is expected to further flesh out her ideas for steering pension funds, as…
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Scottish Widows take the pulse of the Paraplanning profession
Scottish Widows’ third annual Paraplanner Survey takes the pulse of the paraplanning profession in today’s financial services industry. Focusing on regulation, technology,…
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The multiple drivers of continued gold price potency
By Rick de los Reyes, head of commodities at T. Rowe Price Gold has been prized as a store of value for…
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What a Trump presidency means for sustainable investors
By Claire Jervis, Associate Fund Manager at WHEB Asset Management We’ve heard a lot about the ‘Trump Trade’ in the aftermath of…
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Praetura Investments to raise £10m to support Britain’s high-growth businesses
Manchester-based venture capital investor and small business lender Praetura has launched the next offering of its Praetura Growth VCT to predominantly back…
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Chancellor set to announce pension ‘megafunds’ reforms in maiden Mansion House speech this evening
Chancellor Rachel Reeves is set to announce reforms to create pension ‘megafunds’ in an attempt to boost investment and economic growth in…
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Managed Portfolio Services (MPS) | Annual Report 2024/25
We are delighted to announce that our comprehensive annual Managed Portfolio Services (MPS) report for 2024/25 is now available for financial advisers.…
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EV adds inheritance tax functionality to EVPro financial planning tool
Financial services technology provider EV has added inheritance tax functionality to its end-to-end financial planning solution EVPro to give advisers a realistic…
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United Trust Bank Bridging Cuts Interest Rates Across its Regulated and Unregulated Product Range
United Trust Bank has announced a raft of interest rate reductions across its range of bridging products with rates from a low as…
