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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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An Autumn chill, as equities fuel outflows in September
A summer glow came to an end in September, as net retails sales of investment funds saw outflows of £3.4 billion, according…
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Expect a more elevated trajectory of UK interest rates following Budget
By Rob Morgan, Chief Investment Analyst at Charles Stanley Governor Andrew Bailey’s recent comments the BoE could be “a bit more aggressive”…
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Market reactions to Trump’s victory – short-term gains but long-term uncertainties
Lindsay James, investment strategist at Quilter Investors has commented on the latest financial and market news following President Trump’s election victory. She…
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CII reveals seven newly Chartered corporate firms
The Chartered Insurance Institute (CII) has announced that seven insurance and financial planning firms have achieved Chartered status over September and October.…
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After Trump’s win, fiscal policy and inflation risks in focus
By Naomi Fink, Chief Global Strategist Republican candidate and former president Donald Trump gained a decisive majority of electoral votes in the…
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The opaque ceiling: only half of British employees know what their company board does
All stakeholders have a role in the success of a business, but employees play a unique role in the performance of a…
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Halifax HPI reveals that house prices are continuing to rise
Halifax’s latest HPI data released this morning shows that house prices are continuing to trend upwards. Following this IFA Magazine has asked…
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Why now is the time for fixed income
In this exclusive interview with PIMCO’s Ryan Blute and Terry Oh, we explore some of the reasons why they are excited about…
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abrdn’s Mondillo reflects on Trump and Credit markets
Jonathan Mondillo, Global Head of Fixed Income, abrdn, reflects on debt markets and shares his analysis with us following the Trump victory…
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Market underappreciating impact of Trump immigration curbs: T. Rowe Price
By Blerina Uruci, chief US economist at T. Rowe Price The new US president, Donald Trump, is inheriting an economy growing robustly. While…
