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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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Aviva and Transact platforms add Tilney Smith & Williamson’s Sustainable MPS
Tilney Smith & Williamson announce the group’s Sustainable Managed Portfolio Service (MPS) has been made available to financial advisers through the Aviva…
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UK economy shrinks 1.5% in Q1 but bounces back in March
The UK economy contracted in the first quarter as Covid restrictions and the third lockdown weighed, but rebounded in March, according to…
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Wednesday newspaper round-up: Greensill, HS2, Just Eat Takeaway
David Cameron lobbied ministers and senior officials 56 times at the height of the pandemic in an increasingly desperate attempt to beg…
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Mercia Webinar – a deep dive into their investment strategy and performance over the last year
Mercia hosted a webinar on April 30th detailing their EIS Fund’s performance over the last year, here’s everything you need to know…
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Achieving steady returns in challenging times for later life planning – Ingenious’ Matt Dickens
Matt Dickens, Senior Business Development Director at Ingenious highlights different considerations for advisers discussing later life planning with clients For over…
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#mentalhealthawareness week: 4 in 5 employees currently have health and wellbeing concerns, says GRiD’s @KMoxham
According to research undertaken by GRiD, of the four in five employees (79%) who currently have health and wellbeing concerns, stress and…
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“Stress doesn’t clock off at 5”- @MetLife UK on #MentalHealthAwarenessWeek
Amy Tomlinson, Head of HR at MetLife UK comments on the role employers must play in supporting staff as they return to…
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#mentalhealthawarenessweek; why the role of professional advice is about so much more than managing clients’ money
Emma Parkes, client relationship manager, Church House Investment Management reflects on how the fiduciary responsibility of professional advisers can extend far beyond…
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Fidelity International cuts fees on #multi-asset range
Fidelity International (Fidelity), has announced that it has reduced the Ongoing Charges Figure (OCF) on its five Fidelity Multi Asset Allocator funds.…
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UK retail sales rise after easing of lockdown – BRC
UK retail sales rose 7.3% in April, boosted by strong demand after non-essential stores reopened, industry figures showed. The rate of growth…