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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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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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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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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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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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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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What the Autumn Budget could mean for pensions
As the Government attempts to balance the books in the upcoming Autumn Budget on November 26 and tackle the 30–50 billio…
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Moneyfacts reacts to the Autumn Budget 2024
The Autumn Budget has introduced several tax changes to address the national deficit. Moneyfactscompare.co.uk has reacted to a few of the changes and highlighted…
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“A budget to batter business owners” says AJ Bell’s Laura Suter as she crunches the numbers on impact of NICs & minimum wage hikes
Following today’s budget statement, Laura Suter, director of personal finance at AJ Bell, has been crunching the numbers in terms of what…
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CGT rise in today’s budget underlines the importance of ISAs, which remain unscathed, says Evelyn’s Jason Hollands
Sharing his reaction to today’s budget statement, Jason Hollands, Managing Director at Evelyn Partners, the wealth manager which looks after c£63 billion…
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Chancellor paves the way for ISA simplification by ditching British ISA plans
Chancellor Rachel Reeves has paved the way for radical ISA simplification by confirming plans for a British ISA have been scrapped in…
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“Not as punitive as feared” Law firm Cripps LLP assess the impact of budget on private wealth
Further to today’s Budget, Top 100 law firm Cripps LLP, have shared their key takeaways regarding the impact of today’s Budget on…
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Relief for tax-efficient investors including EIS and VCTs following today’s budget | Reaction
With the raft of measures introduced in today’s budget, tax-efficient investors have been expressing some relief to hear the Chancellor retain her…
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Confirmation British ISA is scrapped is prudent but attention needs to turn to UK’s cash saving problem – Quilter’s Rachael Griffin
Written by Rachael Griffin, tax and financial planning expert at Quilter Rachel Reeves’ confirmation that the British ISA will not go ahead…
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What does today’s budget speech mean for mortgage & property markets? Experts react to main take-aways
With so much speculation doing the rounds ahead of Chancellor Rachel Reeves first budget today, mortgage and property professionals have had much…
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Budget burden placed squarely on businesses as growth risks becoming anaemic once again says Quilter’s Lindsay James
Lindsay James, investment strategist at Quilter Investors evaluates the economic impact of today’s budget and the potential reaction of financial markets. She…
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‘Painful’ choices revealed in Reeves’ first budget statement | Industry reacts to headline measures announced
After all the speculation ahead of today’s eagerly-awaited budget, the statement delivered by Chancellor Rachel Reeves to MPs in the House of…
