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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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Brits still reluctant to seek financial advice
While the Covid-19 pandemic has had a significant impact on people’s finances, only 15% of Brits have relied more on a financial…
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International investors and the Great British Pound problem
With lockdown restriction easing, the FTSE indexes booming and conventional wisdom pointing to valuation opportunities, Chris Darbyshire, CIO at Walker Crips, the…
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About a million families are missing out on £1.8 billion of Pension Credit each year
Pensioners with the smallest income in retirement are receiving the least in State Benefits, across nearly all types of cash benefits, new…
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Succession Wealth launches advice arm for sports and entertainment professionals
Succession Wealth announced today the launch of ‘Succession Sports & Entertainment’, a specialist Wealth Planning advice arm to serve and educate professionals…
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Shopper numbers ease following previous week’s surge – Springboard
Shopper numbers have fallen back from the previous week’s surge, when numbers were boosted by the re-opening of non-essential retail, industry data…
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UK economy to rebound faster than expected, report says
The UK economy will grow more than expected in 2021 and will regain its pre-crisis peak earlier than predicted, according to one…
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UK consumer confidence up by most in a decade – Deloitte
UK consumer confidence jumped by the highest margin in at least 10 years in the first quarter of 2021 as lockdown eased…
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LGIM launches Global Thematic Fund
The new fund provides diversified access to multiple long-term themes Legal & General Investment Management (LGIM) has today announced the launch of…
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What is stopping clients adopting wealth transfer strategies?
A long standing subject for debate amongst advisers has been why do so many families leave in-life wealth transfer so late? New…
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Monday newspaper round-up: Tate & Lyle, economic growth, Network Rail, United Utilities, EU
Tate & Lyle is in talks over the sale of its industrial ingredients business as the 160-year-old British food manufacturing group mulls…