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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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Aegon’s Steven Cameron responds to FCA’s post-Consumer Duty rulebook review
Responding to the FCA’s Call for Input around changes to the rulebook post-Consumer Duty (which closes on Thursday 31st), Aegon has outlined…
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Mortgage approvals hit two year high as Cash ISAs rake in more money
Laith Khalaf, head of investment analysis at AJ Bell, comments: “It looks like house prices might be off to the races again…
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“Raiding pensions isn’t the answer” – pensions and personal finance expert weighs in pre-Budget
Ahead of the Budget tomorrow please find a comment below from expert Lily Megson, Policy Director at My Pension Expert, weighing in…
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Benenden Health appoints new CEO
Not-for-profit, affordable healthcare provider Benenden Health has appointed Tom Woolgrove as its Chief Executive Officer (CEO). Woolgrove joins the private healthcare provider with extensive…
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Neuberger Berman: Beware of buying the dip in bonds
By Ashok Bhatia, co-chief investment officer – fixed income at Neuberger Berman Government bonds have sold off rapidly; here’s why it’s not…
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Buy-to-let rates drop as landlords brace for budget
Buy-to-let fixed rates stand at their lowest since the start of September 2022, according to the latest analysis by Moneyfactscompare.co.uk. However, the upcoming…
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Starmer braces country for tax hikes in Budget
Laura Suter, director of personal finance at AJ Bell, comments: “Keir Starmer’s pre-Budget speech made it pretty clear that significant tax hikes…
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Professional investors anticipate a correction in the equity markets, reveals new study
New research from international asset management company Managing Partners Group (MPG) reveals that almost all (97%) professional investors anticipate there will be…
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FCA must be cautious not to oversimplify requirements in Consumer Duty review – Capco
Michael Shand, managing principal at consultancy Capco, comments on the FCA’s Call for Input on refining its conduct rules as a result of Consumer…
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Rosemount Financial Solutions (IFA) celebrates strong quarter of adviser growth
Rosemount Financial Solutions (IFA), the mortgage, protection and financial planning network, has seen a swathe of advice firms join its ranks over…
