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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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Three ways AI can transform your advice journey
Almost three-quarters (72%) of advice firms believe integrating Artificial Intelligence in advice delivery is important, according to intelliflo’s latest marketwide Advice Efficiency…
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Dudley Building Society launches two-year discount residential mortgage products with rate reductions of up to 0.61%
Effective from Monday, 11th November, Dudley Building Society has implemented the launch of three two-year discount mortgage products for residential customers. The…
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Aegon announces intention to launch ‘industry leading’ pensions dashboard
Aegon has today announced its intention to launch its own commercial pension dashboard. This follows on from the FCA’s recent publication on…
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What are markets telling us about Trump’s decisive victory? Analysis from Invesco’s Hooper
In her latest analysis, Kristina Hooper, Chief Global Market Strategist, Invesco, with contributions from Paul Jackson and Brian Levitt, tell us what…
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Trump’s Second Act: PIMCO’s Cantrell considers what we might expect in 2025 and beyond
Even with Republicans poised to control the White House, the Senate, and the House of Representatives, slim congressional majorities could hinder the…
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Sustainability in the spotlight
The world of responsible investing is evolving faster than ever and as sustainability takes centre stage, investment practices and regulatory frameworks are…
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Unbiased research reveals the areas in the UK with the highest and lowest asset levels
St Ives, Kensington and St Albans are among the most asset-rich areas in the UK, according to Unbiased, the UK’s leading platform…
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Investment community must address climate change as a systemic financial risk amid rising market uncertainty – LCP
In the wake of Trump’s victory, much of the investment commentary on the market implications has been focused on short-term reactions: stock…
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Quintet/BlackRock survey unveils trends among European high net worth individuals
European high net worth individuals (HNWIs) are broadly confident about the future, but many have not yet started planning for it, according…
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Two-thirds of landlords not meeting proposed EPC ‘C’ targets
The latest research from Foundation Home Loans for Q3 2024 has revealed that just over two-thirds of landlords (67%) currently own at…
