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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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Trump’s victory may reignite inflation fears, but near-term economic outlook remains positive
Written by Isabel Albarran, Investment Officer at Close Brothers Asset Management With Trump’s victory now certain, bond yields have risen, in tandem with…
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Trump win: what next for markets? SJP’s Justin Onuekwusi analyses
Justin Onuekwusi, CIO of St. James’s Place has commented following the news coming from the US this morning. He said: “Looking at…
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One Four Nine Group acquire Nottingham-based Castlegate Capital
Independent, nationwide financial advice and investment management firm One Four Nine Group has acquired Nottingham-based Castlegate Capital, an independent chartered financial planning…
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2024 US Election First Look – Franklin Templeton
In what follows, Stephen Dover, Chief Market Strategist, Head of Franklin Templeton Institute offers a first look at the unfolding outcome of…
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US Election: Red or blue? The future is green
By Daniel Lurch, portfolio manager of the Green Planet fund at J. Safra Sarasin Sustainable Asset Management The US presidential election will likely…
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UK property market poised to pick up the pace post-Christmas lull
The latest market insight by estate agent comparison site, GetAgent.co.uk, reveals that the UK housing market is heading into 2025 on the front…
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First UK pension scheme dives into Bitcoin, but don’t expect a stampede
The first UK pension fund has invested in Bitcoin according to the pension specialists Cartwright with the scheme reportedly allocating 3% of its…
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Savings market set to benefit as clients weigh impact of higher CGT finds latest Flagstone IFA poll
Flagstone’s six-weekly base rate poll surveys UK IFAs’ opinions ahead of this Thursday’s MPC base rate decision Almost seven in ten (69%)…
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Calculus launches Knowledge Intensive EIS Fund as tax efficient solution to latest Budget changes
Calculus, a leading provider of tax efficient investments, has today announced the launch of its third HMRC-approved Knowledge Intensive (KI) Enterprise Investment…
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FCA enhances access to market data and investment research to support growth
The Financial Conduct Authority has set out a package of measures to reinforce the UK’s leading position in the bond, derivatives and…