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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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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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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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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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Flagstone receives £108 million investment from Estancia Capital Partners
Flagstone, the UK’s leading cash deposit platform, has announced a £108 million ($138 million) equity investment by Estancia Capital Partners, a US financial…
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EXCLUSIVE: Hawksmoor IM’s Ian Woolley outlines their approach to AIM-based BR estate planning
In the next instalment in our series of exclusive interviews with industry experts, Ian Woolley, Head of AIM Services at Hawksmoor Investment Management, provides…
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Aegon: Consumer Duty raises challenges for British ISA
Aegon questions how providers of the Chancellor’s proposed British ISA will prove this meets FCA Consumer Duty requirements. Steven Cameron, Pensions Director…
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Validpath appoints Rory Jackson as network development manager
ValidPath, the network for independent financial advisers, has announced the appointment of Rory Jackson as Network Development Manager as it expands its…
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Parents earning £75,000 could gain £16,000 in Child Benefit payments and leave themselves £170,000 better off in retirement under new rules
New analysis from Quilter, the financial adviser, highlights the significant impact of the Child Benefit changes in the Budget last week. A…
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A quarter of women would be frustrated if they couldn’t retire by 60
Almost a quarter (23%) of women in their 20s (aged 22-29 years old) would be frustrated if they couldn’t retire by the…
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Royal London extends online trusts to whole of life
Mutual insurer Royal London has made further improvements to its digital services by extending its online, signature-free, trust into the Whole of Life…
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Retaining the humans in human resources
By Tsvetelina Hinova, co-founder of Thankbox The growth of artificial intelligence (AI), the Covid-19 pandemic, and the accelerating trend towards globalisation have…
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Tailored discretionary services: Skilfully bridging the gap and delivering for clients
Rebecca Stein, Head of Tailored Discretionary, Charles Stanley, tells us about the group’s Tailored Discretionary Managed service and why it’s ideally placed…
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One in five Brits treat their plants like children, but why?
This mother’s day, parents across the UK will be showered with well-deserved gifts, but now there’s a new type of mum to…
