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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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Gap between dream retirement age vs. expectation widens to 5 years: hopes of retiring at 62 fade as expectation shifts to 67
The Retirement Expectation Gap – the gap between when Brits want to retire and when they actually think they will be abl…
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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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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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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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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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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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Glenhawk cuts valuation and legal fees on unregulated range
-Lender announces initiative to assist investors, developers and homeowners looking to complete transactions and refurbishment projects by reducing upfront costs- -Promotion follows…
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Cavendish advises on new cybersecurity deal
Latest deal for Cavendish’s technology team highlights growing expertise in the cybersecurity sector Cavendish, the full-service investment bank for growth and investment…
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Bank of England is damaging UK financial services and economy, says former Deputy PM
For the UK economy to grow substantially this year, the Bank of England must end its over-regulation of financial services, says leading global financial…
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How realistic are Britons’ retirement age expectations?
A new independent survey of 2,000 UK adults has found: Research by SmartSave, a Chetwood Financial company, has found that more than two in five…
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Why transforming data management to meet compliance regulations can help wealth management firms unlock wider business benefits
Written by Tim FitzGerald, Financial Services Manager, InterSystems UK & Ireland Wealth management firms are facing a constantly evolving regulatory landscape, in…
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Avoid rent control and create a workable long-term strategy for the private rented sector
Propertymark gave oral evidence to the Welsh Parliament’s Local Government and Housing Committee inquiry into the private rented sector (PRS) on 13…
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Mental health referrals rise by half a million in past three years
Statistics from NHS England released today find that 1.89mn in Jan 2024 had an open referral to any secondary mental health service…
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Ten years on from George Osborne’s pension freedoms bombshell, ten key stats which tell a story about retiring in Britain
Tom Selby, director of public policy at AJ Bell, comments: “It is almost a decade since then chancellor George Osborne’s shock pension…
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Money market funds explained: What are they and why do investors use them?
Money market funds have become increasingly popular as rising rates increase the appeal of near-cash assets. AJ Bell Investments last year launched its…
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Precise Mortgages Becomes Precise
Precise Mortgages has always been an iconic lender within the specialist sector and in recognition of its leading position, a new brand image…