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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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M&G Wealth appoints Ignition for new advice proposition
M&G Wealth has announced that it has appointed Ignition Advice to develop a new low-cost hybrid digital advice offering. According to the…
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Adalpha platform rebranded ‘Touch by AJ Bell’
AJ Bell has announced that it is to rebrand the recently acquired Adalpha platform to ‘Touch by AJ Bell’. According to the…
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Thursday newspaper round-up: Business support, Ofcom, Glaxo
Boris Johnson has been warned by business leaders that a fresh package of economic support would be required if rising Covid-19 infections…
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@PIMFA_ voices disappointment at fee approach for Appointed Representatives
PIMFA, the trade association for the wealth management, investment services and financial advice industry, has voiced its disappointment at recent proposals put…
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Hundreds of thousands of taxpayers to be affected as landmark case challenges high income child benefit charge
The outcome of this case will affect hundreds of thousands of taxpayers subject to the controversial High Income Child Benefit Charge…
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Cummings says government failed public over Covid-19
The UK government failed the public disastrously in its response to the Covid-19 pandemic, Boris Johnson’s former adviser Dominic Cummings told MPs.…
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Investment Fraud Uncovered – law firm @Stevens_Bolton LLP on what advisers need to know
By Sarah Murray (pictured), Partner, and Katie Philipson, Senior Associate at law firm Stevens & Bolton LLP There has been increasing coverage…
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Frozen IHT thresholds will impact twice as many clients as the pensions Lifetime Allowance, say IFAs
One in three (31%) clients are likely to be affected by the frozen inheritance tax (IHT) thresholds, according to a survey of…
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Groundbreaking new information hub dedicated to adviser software as Ian McKenna expands FTRC proposition
FTRC website, advisersoftware.com has launched its dedicated information hub to provide advisers with free access to in-depth levels of information on…
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Wednesday newspaper round-up: House prices, Bitcoin, retailers
The total value of homes sold in the UK is expected to reach £461bn this year, a jump of 46% on 2020,…
