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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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Hear from JM Finn at the MPS Webinar
Join us tomorrow at 10am for an in-depth discussion about MPS, reflecting on some lessons learned from 2020, the performance of discretionary…
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Government ‘stronger nudge’ plans risk failing to boost pensions guidance and creating transfers log-jam
AJ Bell discusses the FCA’s ‘stronger nudge’ legislation and warns that focusing the intervention at the point of access means it is…
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China’s super-wealthy women demand more
Jacqueline Shek (pictured), Executive Director at ZEDRA, explores the rise of female Chinese billionaires. Beijing is now home to more billionaires…
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Plastic Free July – the difference we can make as investors
Ahead of Plastic Free July, Louie French, Manager of the Tilney Sustainable MPS, discusses how investors can play their part in supporting…
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FCA review finds weaknesses in some ‘host’ Authorised Fund Management firms’ governance and operations
The Financial Conduct Authority (FCA) has called for so-called ‘host’ Authorised Managers (AFMs) to improve their standards following a review of firms…
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Was the Stamp Duty holiday unnecessary?
@peter_IFAMAG reads Twitter so you don’t have to. The Stamp duty holiday ends today, Henry Pryor points out, since introduced last July,…
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Glenhawk receives carbon neutral certification from Carbon Trust
Glenhawk becomes UK’s first bridging lender to achieve internationally recognised carbon neutral certification from the Carbon Trust Glenhawk, the fast-growing UK challenger…
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The irresistible rise of Green Bonds, with Cara Milton-Edwards from iShares
The ESG sector has grown rapidly over the last few years, and along with that so has investor interest. But something that…
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Japanese stocks offer compelling way to tap into big global themes at attractive prices, Aberdeen Japan IT Manager claims
Overcoming past economic woes, Japanese stocks can offer a compelling way to tap into big global themes at attractive prices, says Chern-Yeh…
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The secret to BMO’s success, with Keith Balmer
In this fascinating conversation Keith Balmer, of BMO Global Asset Management, discusses the BMO GAM Universal MAP range, which has just surpassed…