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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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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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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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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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@ProtectionGuru_ launches claims hub to support advisers
Hub provides single destination with free access to a wide range of information Protection Guru have today launched a dedicated claims hub…
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Musk crashes #Bitcoin – AJ Bell @Investcentre asks where does this leave the #cryptocurrency?
Tesla will no longer facilitate vehicle purchases using Bitcoin, Elon Musk has announced on Twitter Musk cited environmental concerns as the…
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Join Legal & General Investment Management at the Finding value in Fixed Income webinar
Join us on Monday 17th May, 13:30 – 15:00 for a comprehensive webinar looking at modern Fixed Income strategies, opportunities and thinking.…
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@FEfundinfo acquires cashflow planning provider @CashCalc
FE fundinfo has announced today that it has acquired cashflow planning provider CashCalc. Cashflow planning is a natural extension of the fund…
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Register now for the webinar: Finding value in Fixed Income
Join us for a comprehensive webinar looking at modern Fixed Income strategies, opportunities and thinking. Finding value in Fixed Income: Your invitation Monday…
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#mentalhealthawarenessweek. Building mental resilience – a guide for entrepreneurs and business owners by Oxford Capital’s David Mott
David Mott, Founder Partner, Oxford Capital reflects on the reasons why he believes that now, more than ever, the discussion around mental…
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Perks over Pay? – Half of employees would sacrifice part of their salary for personalised employee benefits finds @Metlife UK
Half (50%) of workers say they would sacrifice some of their salary for personalised employee benefits; which could pay dividends for…
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@EQinvestors portfolios now risk profiled on @DynamicPlanner
Boosts Dynamic Planner’s universe of sustainable and impact investing portfolios Advice firms can now benefit from EQ Investors range of solutions…
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The Openwork Partnership hits new record for mortgages
The Openwork Partnership has reported a record £5.7 billion in mortgage completions in the first quarter as recruitment success helped to drive…
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#mentalhealthawarenessweek; are you ready for the post lockdown world?
Simone Fassom, Associate Director and Mental Health First Aider, SEC Newgate UK reflects on huge impacts of the past year and…