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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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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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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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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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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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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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Three client types that could benefit from a VCT
Business owners and landlords Business owning clients are often facing higher income tax bills than in previous years when they extract profits…
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Investor and IFA confidence soars compared to start of the pandemic
Opinium reveals encouraging new research showing increased investor and IFA confidence compared to April 2020. The data also indicates that ESG investing…
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Covid uncertainty prompts younger investors to engage with their finances
With this in mind, Emma-Lou shares her key money management tips: Tackle your debt if you can Borrowing money is not always…
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Revolut 2020 financial statements reveal valuation 17 times net revenue
@peter_IFAMAG reads Twitter so you don’t have to. Revolut’s 2020 financial statements reveal a crypto frenzy, £207m in losses but rapid growth…
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AJ Bell’s Tom Selby comments on Government’s pensions tax raid
AJ Bell’s Tom Selby discusses reports that the Treasury is planning another raid on retirement savings incentives and argues that it may…
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Prospects for England reopening on 19 July ‘looking good’, PM says
The prospects for England being able to lift nearly all Covid-19 restrictions in mid-July were looking good, although hassles and delays to…
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Record growth in house prices starting to slow – Rightmove
The pace of house price growth has eased, industry data published on Monday showed, as record prices and a shortage of housing…
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The Diversity Project celebrates 5th anniversary and sets out new targets
The Diversity Project: the next five years The coronavirus crisis has shaken up both mindsets and working practices in the investment and…
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Rain dampens UK shopper numbers – Springboard
UK shopper numbers fell 3.1 % in the week to June 19 compared with the previous week, as consumers were deterred by…
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Only 43% of employees aged 50+ prioritise their mental health, new research reveals
New research by MetLife finds that the COVID-19 pandemic has negatively impacted employee mental health. Despite this, the data shows that only…