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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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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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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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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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Celebrity splits shine light on need for financial advice during divorce
The separation of an Oscar-winning actress and Grammy-winning musician sparks questions for divorce and finances. While…
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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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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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Iress and more2life launch real-time equity release KFIs
Iress and more2life have extended their integration, with advisers now able to generate real-time equity release quotes and KFIs seamlessly from Iress’…
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The German challenger bank outpacing N26 and Revolut
@peter_IFAMAG reads Twitter so you don’t have to. Vivid Money, the German challenger bank, is drumming up VC interest and posing serious…
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Negative interest rates are dead before arrival says AJ Bell
Two things to look out for in next Thursday’s interest rate decision from the Bank of England Negative interest rates are…
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FCA sets out proposals to strengthen its financial promotion rules for high-risk investments
Following feedback to its Call for Input (CFI) on Consumer Investments, the Financial Conduct Authority (FCA) has today published proposals to strengthen…
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Bristol is the most financially savvy city in the UK
When we think of financial literacy in the UK, our minds typically jump to London. So, we decided to take a closer…
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Digital transformation is a legacy of Covid-19 for IFAs
New data from Vitality has revealed 89% of independent financial advisers (IFAs) are using some new form of technology as a result…
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Life after COVID: this time it is different
The end of the road for the monetarists? The final trend is one that may not fully play out for many years…
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EQ Investors partners with Fintegrate to enhance model portfolio service
EQ Investors (EQ), the B Corp wealth manager, announces that it has partnered with Fintegrate to bring its Positive Impact and Future Leaders…
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Are tech stocks set for a dip as UK lockdown restrictions ease?
Analysis from Giles Coghlan, Chief Currency Analyst, HYCM As lockdown restrictions and social distancing measures are gradually relaxed, there is a growing…
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Thursday newspaper round-up: Apple, Facebook, BT Sport, Greensill, Nestle
Surging iPhone sales have given Apple its best-ever start to the year as the technology group continued to ride the latest wave…