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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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Number of advised clients phasing into retirement halves during pandemic
New research from Aegon shows the number of people phasing into retirement shrank from 74% in 2019 to 37% in 2020. The…
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The IA reports stable inflows across sectors in May
Data published today by the Investment Association (IA) reveals that UK savers remain positive in the broader market, making stable allocations across…
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EQ Investors reduces sustainable DFM service charges for advisers
EQ Investors (EQ), the B Corp wealth manager, announces that it is reducing its annual discretionary fund management (DFM) charges with immediate…
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Standard Life Aberdeen successfully completes sale of Parmenion to Preservation Capital Partners
Standard Life Aberdeen and Preservation Capital Partners have successfully completed the sale announced in March this year. The transaction results in Preservation…
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Putting biodiversity at the heart of the climate change solution
Written by Rodolfo Fracassi (pictured), Managing Director and Co-founder of MainStreet Partners Whilst the discussions around climate change and the solutions to…
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Hundreds of thousands of taxpayers to benefit as HMRC loses landmark case challenging high income child benefit charge
· HMRC has lost its Upper Tribunal appeal – on every point – in Jason Wilkes’ leading case on the controversial High Income Child Benefit Charge (the HICBC) · …
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Join ARC at today’s MPS webinar
Join us today at 10am for an in-depth discussion about MPS, reflecting on some lessons learned from 2020, the performance of discretionary…
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A multi asset approach to ESG integration
An evolutionary approach Integrating ESG within our investment approach enables us to capture risks and opportunities that are linked to environmental, social…
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Fidelity International’s Emma-Lou Montgomery comments on UK GDP quarterly national accounts
Emma-Lou Montgomery, Associate Director at Fidelity International discusses ONS’ final figures for UK GDP that shows households’ saving ratio increased to 19.9%…
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Is Sunak about to make a big announcement on NS&I green bonds?
Laith Khalaf, financial analyst at AJ Bell, discusses reports today that the Chancellor is set to announce details for £15 billion of…