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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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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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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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Autumn Budget: UK Banks in the crosshairs
UK banks could face higher taxes as the Chancellor looks to raise revenue, with a surcharge hike or tweaks to Bank of En…
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Fidelity’s Market Week: Tom Stevenson, Fidelity International, comments on gold – and other market forces this week
Gold surges and global markets roar ahead as investors chase safe havens and growth opportunities. Tom Stevenson, Invest…
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M&G Investments Insights: India, The Dawn of a New Investment Era
Written by Vikas Pershad, Portfolio Manager, Asian Equities, M&G Investments As the world edges into 2024, the Indian equities market emerges not just…
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Hanley Economic Building Society launches residential product suite
Hanley Economic Building Society has launched a suite of fixed rate and variable discount mortgages to further strengthen its residential product offering.…
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intelliflo recognised as one of the world’s most innovative companies by Fintech Global’s WealthTech100
intelliflo has been included on the WealthTech100 list by Fintech Global, an annual ranking of the world’s most innovative WealthTech companies. intelliflo has been recognised…
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LGIM joins SimplyBiz’s Risk Controlled solutions range
SimplyBiz has announced that Legal & General Investment Management’s (LGIM) Model Portfolio Service is the latest addition to its Risk Controlled investment…
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Acre and Nationwide Building Society to give brokers speedy access to mortgages
Acre, the innovative intermediary platform, today announced a new partnership with one of the UK’s largest mortgage lenders, Nationwide, that will allow…
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Brexit Revisited: The Outlook for Financial Services Four Years Later
In this analysis, commercial finance operators, Anglo Scottish Finance, have taken a look at which of the early Brexit predictions have proven…
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Breaking the glass ceiling in mortgages: Three steps to build real equality and inclusion in the mortgage industry
Written by Clare Beardmore, Director of Distribution and Mortgage Club, Legal & General Mortgage Services Keeping pace with the everchanging mortgage market…
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More than £54million recovered from failed financial providers in 2023/24, latest data from FSCS shows
In the year ending March 2024, the Financial Services Compensation Scheme (FSCS) has recovered over £54million from the estates of failed financial services…
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Nahla Khaddage Bou-Diab: To retain top female talent, Goldman Sachs needs a cultural turnaround
Written by Dr. Nahla Khaddage Bou-Diab, award-winning culture & leadership expert and CEO of AM Bank, one of the largest banks in the Lebanese market. Top…
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CISI Chartered Firm status approved for Julius Baer
Charity and financial services professional body the Chartered Institute for Securities & Investment (CISI) is delighted to confirm that wealth manager Julius Baer…