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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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UK employees set to see wages rising higher than inflation for the first time since the pandemic
Main Press Release: While UK inflation has notably declined over the past year, the sharp rise in the cost of living in…
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Digital playgrounds: 81% of children are learning finance skills from video games
With 90% of children in the UK playing video games and spending an average of £38 per month on in-game purchases, parents…
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30 October budget puts financial strain on SMEs
Novuna Business Cash Flow, a leading provider of financial solutions for small and medium-sized enterprises (SMEs), has reviewed the UK’s latest budget…
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HNWIs more likely to have taken up yoga, started meditating, or buying organic food than take financial advice in the past 12 months
High net worth individuals (HNWIs) are more likely to have taken up yoga, hired a personal trainer or used alternative medicines in…
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MPowered Mortgages reduces SVR by 0.75%
MPowered Mortgages, the lender issuing instant offers, has cut its SVR by 0.75% from 7.49% to just 6.74%. The lender’s SVR tracks…
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Ninety One to adopt SDR ‘Sustainability Impact’ label for the Global Environment Fund
Ninety One has today announced that the Global Environment Fund (the ‘Fund’) will adopt the ‘Sustainability Impact’ label on 1 December 2024. …
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Blackfinch’s Dan Appleby reflects on the US election and Trump’s victory
With the announcement that Donald Trump will be the next president of the United States, Dr. Dan Appleby, CIO of the investment…
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Nearly a quarter of first-time home buyers have paid stamp duty this year as house prices continue to rise
After the Autumn Budget was announced, the country is looking at a massive economic change in the forthcoming year due to changes…
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PIMCO Commentary: Amid Uncertainty, Fed Embraces Data Dependence
By Tiffany Wilding, Managing Director and Economist, and Allison Boxer, Economist at PIMCO In a week with a U.S. presidential election and…
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Hinckley & Rugby Building Society Adopts OpenBanking Vision to Enhance Mortgage Application Process
Hinckley & Rugby Building Society has announced the adoption of OpenBanking Vision (OBV) to streamline the mortgage application process, reducing offer times…
