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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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Standard Life Aberdeen comments on FCA stronger nudge on pensions guidance consultation
Standard Life Aberdeen’s Alastair Black comments on FCA Consultation Paper on what can be done to increase the take-up of Pension Wise…
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Finding value in the current cycle
By Steve Woolley (pictured) and Alessandro Dicorrado, portfolio managers in Ninety One’s Value team Global markets have recognised that an economic…
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Travel stocks tumble as Merkel pushes for EU-wide quarantine
Travel stocks came under intense pressure on Monday as Germany pushed the European Union to designate the UK a “country of concern”…
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Labour market to suffer if furlough scheme scaled back too rapidly
The Resolution Foundation’s latest research found that the labour market is recovering steadily from the pandemic but warns of “dangerous complacency” regarding…
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Advisers cite lack of knowledge as biggest barrier to sustainable investing, research reveals
The second biggest barrier to investing more sustainably was the perception by 34% of respondents that sustainable investments are riskier or more…
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Just Wealth implements top of the range CRM system
Financial Advice firm Just Wealth has implemented a state-of-the-art customer relationship management (CRM) system, ConcertHub, to support wealth advisers to deliver exceptional…
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Crypto investment fraud doubles in a year
Banks are starting to take action to protect consumers from cryptocurrency scams. For example, one high street bank recently issued a series…
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Monday newspaper round-up: Homebuyers, Binance, Oxford Biomedica
The strength of the UK jobs market and rates of pay has been overstated, according to new research, just as the government…
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Sunday newspaper round-up: Return to normal, Morrisons, Binance
Sajid Javid is to push for lockdown to end “as soon as possible” over fears of the “cost” of shutting down the…
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Haatch Ventures makes first three investments in SEIS Fund
Haatch Ventures launched their first SEIS Fund in March this year, to complement their flagship EIS Fund. The new SEIS Fund was…