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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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Funeral poverty: 2.8 million over-50s say they don’t plan to have a funeral
Recent research by OneFamily has found 2.8 million over-50s are not planning to have a funeral. The reasons behind this are complex…
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New employer contribution rate comes into effect for teachers’ pension scheme
The employer contribution rate to the Teachers’ Pension Scheme (TPS) will rise from 23.6% to 28.6% of pensionable pay from 1 April…
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The best cities for a budget-friendly staycation and how it benefits business
Whilst a far-flung trip might be the ideal holiday for some, the cost of living means that people are considering the price…
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Expert reveals the best AI strategies for SMEs growth
A recent survey by The Small Business and Entrepreneurship Council (SBEC) found that 48% of small businesses incorporated AI tools in the last year. Notably, 93% of owners…
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Standard Life: Average annuity rates increase by 6.5% in the last twelve months, adding over £9,400 to lifetime income
· The Standard Life Annuity Rate Tracker reveals that average rates have increased by c6.5% since February 2023 · This has added £9,430 and…
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Diversifying companies delivered 53% higher annual shareholder returns during and after COVID
Companies which diversify their revenue streams offer greater returns to their shareholders than those who don’t. A new report from Stryber looked at the…
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Unlucky for some: 13 personal finance changes coming in April
Laura Suter, director of personal finance at AJ Bell, looks at 13 personal finance changes coming in April and highlights what people can…
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Flex working law just in time: 4 in 10 Brits won’t even apply for a job role that’s not flexible
Almost every third job in IT is remote, making the sector a leader when it comes to flexible working, a new study by electronic retailer…
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Protect your finances in 2024: How to avoid falling victim to scams, expert reveals
Cybersecurity expert from Shepherds Friendly reveals how to prevent an online finance scam and what to do if you’ve fallen victim to fraud. An…
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Why traditional banks that don’t prioritise digital inclusion face being left behind
Laura Rae, co-counder of Openbox, looks at the challenge facing traditional high street banks in matching the accessibility and inclusiveness of services…