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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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Invesco joins the ACT Alliance as a partner of City Hive pledging to build back trust for the investment management industry through transparency
As part of their commitment to transparency and accountability, Invesco is proud to announce its partnership with City Hive and has joined…
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FCA warns firms and ‘finfluencers’ to keep their social media ads lawful
Guidance for memes, reels and gaming streams promoting financial services has been published by the Financial Conduct Authority (FCA) today. The FCA…
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‘Pension rules need to reflect the world of today not the world of yesterday’ – Steve Webb shares reaction to DWP Select Committee Report
The Work and Pensions Select Committee has today published its long-awaited report on Defined Benefit pension schemes. LCP submitted written evidence to…
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In Partnership acquire The Adviser Support Hub (TASH) and The Admin Pod (TAP), leading providers of paraplanning and administration support for financial advisers
Written by Aaron Reed of In Partnership · Strategic acquisition support In Partnership’s growth plans. · In Partnership network advisers to get access…
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FCA identifies significant adviser failings in risk profiling for income drawdown: urgent action is required
Less than a quarter (23%) of firms have a different process for assessing attitude to risk in decumulation, as opposed to accumulation…
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Three Quarters of Britons Now Trust Private Healthcare
Benenden Health found strong public trust and relevancy for private healthcare providers. Affordable healthcare provider Benenden Health has found an impressive three quarters (74%)…
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Capital Group survey reveals high-net-worth investors have large cash holdings and could miss out on market opportunities
78% of global high-net-worth (HNW) investors currently have relatively large cash holdings, according to a survey by Capital Group, the world’s largest active…
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Fintel announces acquisition of fintech provider ifaDASH
Fintel, the leading provider of fintech and support services to the UK retail financial services sector, has announced the acquisition of ifaDASH,…
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Public call for government intervention in pensions crisis to tackle climate change and boost savings
New data launched today (26 03 2024) by responsible investment organisations ShareAction, Make My Money Matter and Finance Innovation Lab shows high levels of public…
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St. James’s Place partners with Sky Arts for its first TV sponsorship
St. James’s Place (SJP), the UK’s largest financial advice company, today announced its first-ever TV sponsorship on Sky Arts. The creative will aim…