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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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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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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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Fidelity Personal Investors balance safety and growth as cash and gold funds dominate in September
Investor behaviour on Fidelity International’s (“Fidelity”) Personal Investing platform in September highlighted a two-p…
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Wealth is not an insulator against vulnerability says Comentis’ Barrett
An important reminder for advisers from Jonathan Barrett, CEO, Comentis, of the need to ensure processes not only serve clients well but…
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PIMCO: Bank of Japan’s Policy Shift Ushers in a New Era for Investors
By Tomoya Masanao (pictured), Co-Head of Asia-Pacific Portfolio Management, Co-Head of PIMCO Japan The Bank of Japan (BOJ) has bid farewell to…
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Legal & General Retail launches handbook to help advisers support clients divorcing in later life
Legal & General Retail has launched a handbook to help advisers support clients going through divorce in later life and drive fairer financial outcomes…
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FIBA adds Foundation Home Loans to lender panel
The Financial Intermediary & Broker Association (FIBA) has announced that Foundation Home Loans is the latest addition to its lender panel, following…
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EXCLUSIVE: Unicorn Asset Management’s Simon Moon discusses constructing VCT portfolios and the sectors where growth is likely
In the next instalment in our series of exclusive interviews with industry experts, Simon Moon, Fund Manager at Unicorn Asset Management, provides his insight…
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‘Buy to Let by Foundation’ introduces limited edition two-year BTL fix
‘Buy to Let by Foundation’, the buy-to-let brand of Foundation Home Loans, the intermediary-only specialist lender, has today introduced a brand new,…
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UK housing sector at risk of losing out on £31 billion of private investment as companies look abroad to markets which are more supportive of their sustainability goals
The UK Sustainable Investment and Finance Association (UKSIF), which brings together 300+ members managing over £19 trillion in global assets under management…
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Survey finds that one in three people are considering switching financial advisers
Financial advisers and IFAs cannot rest on their laurels when it comes to client retention, with one in three (31%) people saying…
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Study reveals wealth managers and institutional investors believe digital assets have an important role to play in diversification
New global research by London-based Nickel Digital Asset Management (Nickel), Europe’s leading regulated and award-winning, regulated digital assets hedge fund manager founded…
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New research exposes financial wellbeing gender gap within the workplace
New research from Close Brothers’ Workplace Financial Wellbeing Services digs into the financial wellbeing of the UK’s workforce, revealing that the financial…