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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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Scottish Widows Fintech School opens doors to class of 2024
Scottish Widows is due to induct the second wave of future tech stars today at its Dundee Tech School, following the success…
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UK minimum wage to increase from next April in a boost for workers and with hidden pensions benefit | reaction
On the eve of her budget later today, Rachel Reeves said last night that the UK’s minimum hourly wage for over 21…
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M&PI Podcast #11: Why are long-term fixed rate mortgages growing in popularity? With April Mortgages’ Rachael Hunnisett
We’re used to seeing fixed rate mortgages being offered for a 2 year term or even up to 5 years but recently…
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April Mortgage’s Rachael Hunnisett evaluates the mortgage market
Written by Rachael Hunnisett, Director of Mortgage Distribution at April Mortgages I first entered the mortgage industry as a broker, and very…
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US bonds in turmoil – what’s really at play?
By Gael Fichan, head of fixed income at Bank Syz The U.S. bond market is experiencing heightened volatility, driven by a 60-basis-point…
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Reasons why cautious Reeves will likely show restraint: PGIM Fixed Income
By Katharine Neiss, chief European economist at PGIM Fixed Income We expect Chancellor Rachel Reeves to unveil a cautious Budget tomorrow, which will…
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Evidencing compliance with FCA good practice for retirement advice | EV’s Andrew Storey offers practical tips for IFAs
In the following analysis, Andrew Storey, Group Innovation Director, EV, looks at the main areas of concern and suggests how IFA firms…
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Pension lump sum and CGT changes in budget would cause most disruption to clients, warn advice professionals via abrdn survey
Changes to pension lump sums and CGT are the Budget measures that would cause the biggest disruption to existing client plans, according…
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Readers’ thoughts on the potential impact to clients of the announcements in tomorrow’s autumn budget
GBI Magazine is back with the latest discussion on the influential topics defining and impacting the tax-efficient investment space. We once again…
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Expected budget hike to employer’s national insurance will cripple small businesses says HW Fisher’s Simon Michaels
The expected hike to employer’s national insurance which many expect will be announced in tomorrow’s budget will cripple small businesses. That’s the…
