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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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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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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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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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Fidelity Personal Investors balance safety and growth as cash and gold funds dominate in September
Investor behaviour on Fidelity International’s (“Fidelity”) Personal Investing platform in September highlighted a two-p…
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Adviser tech firm named in Top 100 Wealthtech providers for second year running
Visible Capital has been named for the second year running in the annual WealthTech100 list, formulated by specialist research firm FinTech Global.…
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The Openwork Partnership finds families gave £11.2billion in Covid-19 financial support
New research* from The Openwork Partnership, one of the UK’s largest and longest established financial advice and investment networks, shows families…
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SimplyBiz launches dedicated protection hub
SimplyBiz has announced the launch of an online protection hub, designed to draw together the compliance, training, outsourcing and research support provided…
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Join us for an essential webinar for those responsible for compliance within their business
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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Thursday newspaper round-up: Covid contracts, Indivior, KPMG, Glaxo
The government has been urged to publish details of up to £2bn in Covid-19 contracts awarded to private healthcare companies, including some…
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UK shoppers flock to high streets as restrictions ease
Shoppers flocked to bricks and mortar stores in April, industry data published on Thursday showed, as non-essential retail started to reopen. According…
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UK car sales rocket as showrooms reopen
New car registrations motored ahead in April, industry data showed on Wednesday, as showrooms reopened and customers returned. According to the Society…
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FE Investments removes VAT payments as assets under management reach £4bn
Discretionary Managed Portfolio Service (MPS) provider FE Investments has reduced its charges by removing VAT payments. FE Investments, which is the investments…
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Dynamic Planner launches industry’s first psychometric sustainable investing questionnaire
Dynamic Planner is set to launch the industry’s first psychometric Sustainable Investing questionnaire. Launching on 7th May to all advice firms and…
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Wednesday newspaper round-up: AstraZeneca, tax avoidance, car industry
AstraZeneca is facing mounting opposition over its plans to award its chief executive, Pascal Soriot, a big increase in bonuses, with three…