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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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UK financial services falls behind in gender pay satisfaction and job security
New research shows the finance and insurance industry is making the most significant yearly improvements when it comes to the gender pay…
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Clare Moffat: Good and bad news for pensioners from this weekend
Clare Moffat, pensions expert at Royal London, explains why the State Pension increase could be a double-edged sword for those pensioners who…
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New research reveals only a third of high net worth individuals maximising new pension annual allowance in first 12 months since its increase
In the first year since the pensions’ annual allowance was increased, new data from the Saltus Wealth Index Report reveals that high net worth…
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Fidelity International comments on research from the ABI revealing potential impact of the introduction of lifetime provider models
James Carter, Head of Platform Product Policy, Fidelity International, comments on research from the Association of British Insurers (ABI) revealing the potential impact of Government…
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2024 PFS Purely Paraplanning: details announced
The Personal Finance Society (PFS) have announced programme details of the 2024 Purely Paraplanning event. The programme is set to help attendees…
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NS&I celebrates 30 years of Premium Bonds £1 million jackpots – latest winners in London and Scotland
April 2024 marks the 30th anniversary of the £1 million Premium Bonds jackpot, with ERNIE awarding over 500 Bond holders the life-changing…
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Industry experts react to Nationwide House Price Index
Following Nationwide’s HPI for March that showed UK house prices up 1.6% compared with a year ago, industry experts have shared their…
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Nearly two-thirds of UK investors feel unprepared for new CGT rules finds The Royal Mint analysis
The Royal Mint, the UK’s home of precious metals, has today revealed new data showing how UK investors are preparing for the…
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Rental demand starts to climb in Q1 as tenants return from seasonal slumber
The latest research by Zero Deposit, the tenancy deposit alternative, has revealed that tenant demand for rental homes climbed by +1.5% during the…
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Annual house price growth edges up in March
UK house prices up 1.6% compared with a year ago with Northern Ireland best performing region, with prices up 4.6% and the…