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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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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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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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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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7IM and others back calls for asset management industry to commit to net zero
7IM has joined forces with partners across the wealth management industry through the ‘UK Wealth Managers for Climate’ group to encourage asset…
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What does a sustainable future mean for investors?
There are many facets of sustainability; and companies are having to change their processes and behaviours to work towards our sustainable future.…
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Guest insight |T. Rowe Price’s Ritu Vohora filters the signal from the US election noise
With the two candidates – Harris and Trump running almost neck and neck ahead of tomorrow’s US presidential election, Ritu Vohora, capital…
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Budget 2024: Missed opportunity as reform of High Income Child Benefit Charge is shelved
Buried deep in the Budget Red Book (paragraph 5.146) is confirmation that the Government will not be proceeding with reform of the…
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Talk Money Week – Met Life’s Rich Horner tells us why protection should be top of the list
This week, as we celebrate Talk Money Week (4th – 8th November), it’s an opportunity for everyone to get involved with events…
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Quilter Cheviot hires Colin Rowe as new head of advice
Quilter Cheviot, the high net worth division of Quilter, has today announced the appointment of Colin Rowe as head of advice, subject…
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Calastone FFI – Equity funds suffer worst month of outflows on record
Calastone’s latest Fund Flow Index for October 2024 shows that equity funds suffered their worst month of outflows on record. Investors sold…
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Santander UK reduces all residential, new build and buy-to-let mortgage rates by up to 0.36%
Santander UK has made reductions of up to 0.36% to all standard residential fixed rates across its purchase, remortgage, green mortgage, new…
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The Aviva Junior ISA Portfolio – A new tax-efficient investment
A Junior ISA is a great way to introduce young people to the concept of investing. As the young person grows, they…
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NS&I reveals latest Premium Bonds winners from Warwickshire and Cornwall celebrate £1 million jackpot win
NS&I has revealed that November’s Premium Bonds draw delivered £1 million jackpot joy to two Bond holders in Warwickshire and Cornwall. There…
