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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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Analysis reveals record-breaking private markets funds set for 70% growth by 2030
Global value of private assets held in funds has increased 9.6% this year to an all-time high of $14.05 trillion. Ocoria…
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UK economic recovery continues but inflationary pressures build – PMI
The UK’s economic recovery continued in June, research published on Wednesday showed, prompting a record hike in employment, but inflationary pressures gathered…
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Asset Intelligence Portfolio Management seeks to tackle multi-asset flaws with new dual-fund solution
Asset Intelligence Portfolio Management (AIPM), the Midlands-based discretionary fund manager, has today announced the launch of its unique, research-led dual-fund investment solution…
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Wednesday newspaper round-up: Morrisons, Channel 4, Nordgold
Labour has urged the government to step in to ensure a potential private equity takeover of supermarket chain Morrisons does not affect…
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Credit Suisse’s Global Wealth Report shows continued wealth growth
Wealth distribution 2020 Wealth differences between adults widened in 2020. The global number of millionaires expanded by 5.2 million to reach 56.1…
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Congratulations Mackenzie FP, Smart Financial and Mercury WM – @CISI’s latest Accredited Firms
Smart Financial based in Cheshire, Mackenzie Financial Planning in Bury, Lancashire and Mercury Wealth Management in Stockton-on-Tees, County Durham have joined an…
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STEP launches guide on responsible stewardship of wealth
STEP, the worldwide professional association for practitioners who advise families across generations, today launches a new guide for advisers on the responsible…
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Best practice, risk and sustainability in the post-COVID investment world
One of the key areas we should address is risk within these investments. Where does that fit within your philosophy and how…
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AIC publishes investment companies’ ESG policies
The AIC has released investment companies’ ESG policies on its website and has launched an ESG education page, which includes an animated…
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Twelve universities join forces to launch impact investment fund
Twelve of the UK’s leading universities have banded together to establish ‘Impact 12’ – an impact investment fund which will support social…
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Soho House reveals they may never reach profitability, ahead of £2.16bn IPO
@peter_IFAMAG reads Twitter so you don’t have to. Soho House reveals they may never reach profitability in their IPO registration document, ahead…