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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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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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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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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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‘Sell in May and go away’ – what seasonal patterns should investors be monitoring?
By Giles Coghlan, Chief Currency Analyst at HYCM Every year, as the summer months approach, the old Wall Street adage ‘Sell in…
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UK economy grows at fastest pace since July 2020
The UK economy grew in April at its fastest monthly pace since July 2020 as lockdown restrictions eased, according to figures released…
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Friday newspaper round-up: Camelot, Selfridges, Morrisons
The French president last night ramped up the pressure on Boris Johnson over the Northern Ireland protocol by insisting “nothing is negotiable”…
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‘The power of ESG in investment portfolios’: Webinar rundown
‘The power of ESG in investment portfolios’ is one of our best webinars to date, with interesting and exciting discussion on sustainability…
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Ahead of the G7, ASI’s Chief Economist on why he believes COP26 is the last chance saloon
In anticipation of G7, Jeremy Lawson outlines his thoughts on policy expectations, ASI’s climate policy index and scenario analysis outcomes, and emphasises…
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AIG and Amaiz sponsor Guinness World Record attempt in aid of Motor Neurone Disease
Insurance company AIG and banking services app Amaiz back Guinness World Record attempt to raise money for Motor Neurone Disease. A team…
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Business Property Relief and estate planning opportunities
Jessica Franks, Head of Tax at Octopus Investments, explains how one estate planning option can help your clients plan their estate. …
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Understanding the barriers to offering Seed EIS
The EIS Association has recognised that Seed EIS is generally under-used in the adviser market. We are delighted that they want to…
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New sustainable multi asset fund range launched by Fidelity International
Fidelity International (Fidelity) has today announced the launch of its Sustainable Multi Asset Fund range, further expanding its cross-asset Sustainable Family of…
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Thursday newspaper round-up: Airports, G7 tax plan, electric cars
The UK aviation sector has warned that airports are likely to lose at least £2.6bn this summer as the “chaotic” Covid traffic…