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Trending Articles
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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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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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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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French government leads bail-out of Eurostar operator
Cross-channel passenger train operator Eurostar International has been bailed out, it was revealed on Tuesday, after the French government led a consortium…
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Are you responsible for compliance within your business? Register now to attend a webinar specifically for you
A webinar for Compliance Managers: Your invitation Thursday 20th May 2021 10:00 AM – 11:30 AM GMT EIS funds, VCTs and BR products are…
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FCA sends thousands of staff on cyber and financial crime training courses
The Financial Conduct Authority (FCA) has sent 4,430 of its employees on compulsory cyber and information security courses over the past two…
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Standard Life Aberdeen Commits To A 50% Reduction In Operational Emissions By 2025
Standard Life Aberdeen (SLA) has accelerated its climate change commitments to achieve a 50% reduction (from the 2018 baseline) in scope 1,…
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PIMCO: Positioning Portfolios for a Variety of Inflation Scenarios
Written by Steve Rodosky & Lorenzo Pagani, Portfolio Managers at PIMCO The near-term outlook for inflation continues to suggest a temporary spike,…
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RWC Partners launches OEIC version of its UCITS Global Emerging Markets Fund
RWC Partners’ today announces the launch of an Open Ended Investment Company (OEIC) version of the RWC Global Emerging Markets UCITS fund…
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UK unemployment rate ticks lower in March despite lockdown
The UK unemployment rate unexpectedly ticked lower in the first quarter despite the national lockdown, according to figures released by the Office…
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Tuesday newspaper round-up: Rolls-Royce, Amazon, Pendragon
Britain risks mirroring Italy’s economic woes unless it develops a strategy for tackling the five seismic changes that will shape a decisive…
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Rising Eurozone inflation not a long-term threat: Aegon Asset Management’s Hermanns
Despite recent rises in the consumer price index, the eurozone economy has too much slack for inflation to structurally move above the…
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Catch-up on the Finding value in Fixed Income webinar: recording available now
Wealth DFM is delighted to invite you to watch our inaugural webinar, Finding Value in Fixed Income. To watch the webinar click…