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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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Pensions Dashboards could accelerate losses from pension transfers beyond £2 billion, warns People’s Partnership
The introduction of Pensions Dashboards could see losses due to ‘poorly informed’ transfers into higher charging pensions soar beyond £2 billion before…
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Isio completes £20 million buy-in with Utmost Life and Pensions, providing brokering and covenant advice for defined benefit scheme
Isio has successfully facilitated a £20 million buy-in transaction for a defined benefit scheme. In collaboration with the scheme’s Trustee, and legal…
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The UK is still at least 20 years away from closing the gender pension gap – Scottish Widows Report
The gender pensions gap will take at least 20 years to close unless decisive action is taken, according to the latest Women and…
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Autumn Budget 2024 – The domino effect of Capital Gains Tax changes
The future of a solvent business may take an unintended turn as new opportunities arise, trading conditions change, and tax reforms come…
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Podcast #98: What can we expect from markets in 2025? With Shanti Kelemen, M&G Wealth
There’s been a lot going on recently of really significant things affecting investment decisions and markets – whether it’s the budget, the…
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Discover the Deepbridge Estate Planning Service fund
With renewable energy and green alternatives becoming ever more present in the modern world, the financial services space is also facing pressure…
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What the Autumn Budget means for tax-efficient investments | GBI 47 | November/December 2024
As we approach the close of another year, we are pleased to bring you the final edition of GBI Magazine for 2024.…
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Your paraplanner voice matters! Be part of The Lang Cat’s 7th annual State of the Advice Nation…
Steve Nelson, Insight Director at The Lang Cat, shares his reflections on the evolution of the advice profession and the importance of…
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How bottom-up stockpicking can make a multi-asset portfolio truly diversified
Written by Orbis Investments Recent market shifts suggest we’re moving towards an environment that could be beneficial for long-term bottom-up stockpickers willing…
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CFA Institute highlights solutions for net-zero investing: Benchmarks, incentives, and time horizons critical for investors
As investors worldwide intensify their efforts to mitigate climate change, CFA Institute, the global association of investment professionals, has released a new…
