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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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60 nominees announced for 2024 Alpha Manager Awards from FE fundinfo
Today FE fundinfo, the global leader in investment fund data and technology for the fund management industry, announced the nominees of its annual…
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Advisers predict strong year for US and UK equities
Research conducted by Aegon indicates that financial advisers anticipate recent positive performance in equities will continue in 2024. The Adviser Attitudes study, involving…
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Unlocking better customer outcomes through innovation
Written by Kay Westgarth, Sales Director at Standard Life Home Finance In the ever-evolving landscape of financial regulation, the recent introduction of…
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Why ARs should have their network CEO’s mobile number
By Ahmed Bawa, CEO of Rosemount Financial Solutions (IFA) One of the crucial elements in winning the trust of ARs is being…
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MorganAsh publishes vulnerability checklist to help firms meet Consumer Duty requirements
MorganAsh, a support services provider to financial services and the utilities sector, has published a 10-point checklist to help firms in meeting…
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Almost half (45%) of UK homebuyers would consider using an ethical finance provider that follows Islamic principles, finds Gatehouse Bank
Gatehouse Bank, a Shariah-compliant UK challenger bank, has published new data revealing that nearly half (45%) of UK homebuyers would consider using…
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Don’t hold off for better mortgage rates in the near future warns Continuum
Many homeowners and homebuyers are holding off on committing to a new fixed interest mortgage rate, hoping for rates to decrease in…
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Later life lending stands at a crossroads as 28% of advisers seek products which bridge mainstream and later life needs – Air
Air, the leading later-life lending platform, has today launched its inaugural Comprehensive Conversations Report, detailing the demographic changes and adviser needs fuelling the…
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MorganAsh publishes vulnerability checklist to help firms meet Consumer Duty requirements
MorganAsh has today published a 10-point checklist to help firms in meeting the vulnerability requirements of Consumer Duty. It follows the recent…
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Two in five UK employees would take a willing pay cut for better benefits
Two in five (40%) UK employees would choose a job that offers a lower salary, but generous employee benefits (i.e. income protection,…