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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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EXCLUSIVE: Puma Investments’ David Kaye on investing in growing UK companies and taking a proactive approach
In the final instalment in our series of exclusive interviews with industry experts, David Kaye, CEO of Puma Investments, provides his insight on…
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5 years strong: As Protection Guru marks its 5th birthday, it reports strong growth in advisers analysing quality and value, not just price, in line with Consumer Duty
Protection Guru, the multi-award winning InsurTech and technical information service for protection advisers, was created 5 years ago this month. Its mission…
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Rise in IHT receipts highlights importance of estate planning
Today’s tax receipt data shows that estate planning is more important than ever, according to national financial advice firm Continuum. The latest…
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Just Mortgages and Just Wealth surpass 750 referrals through new Just Refer portal
The Just Refer portal from national brokerage Just Mortgages and its advice arm Just Wealth has now supported brokers in referring more…
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Platform asset growth in Q4 ‘provides respite but path still fraught with headwinds’ finds lang cat research
Assets across all channels improved for every platform during Q4 2023, the first time this has happened since Q4 2021, according to…
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Nokkel joins the Equity Release Council to drive innovation in property equity solutions
Today Nokkel, the house wealth and fintech platform, has joined the Equity Release Council (the Council), the consumer-centric UK trade body which exists…
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Fed keeps US interest rates on hold but plenty of questions about where the economy goes from here: reaction and analysis
In a move that was unlikely to surprise, the Fed’s FOMC voted unanimously this evening to keep US interest rates on hold…
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Women Leading the Charge: The Financial Planning B Corp Empowering Tomorrow’s Investors
Financial planning firm Paradigm Norton is proud to be championing women in the male-dominated finance sector. As a B Corp owned by its employees…
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Two-thirds of investors in the UK experience troubles with transfers, risking value loss and higher fees
New data has brought to light how issues with transfers could be holding investors back. The research of 2,000 investors with £10,000…
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7IM continues its growth strategy with the acquisition of Eastcote Wealth Management
7IM has today announced it has completed the acquisition of Eastcote Wealth Management as it continues to execute its strategic growth plans…