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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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SimplyBiz announces major tech upgrade for member firms
SimplyBiz will be extending its technology offering and providing its member firms with complimentary access to Defaqto’s newly enhanced ‘Engage’ solution. The…
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NI&P Podcast #2: What’s going on in protection and why does it matter? With MetLife’s Rich Horner
Supporting advisers to deliver more efficient and effective protection solutions for clients is an area not always given much attention in the…
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FCA asks financial advisers to review their processes in retirement income support: reaction
The Financial Conduct Authority (FCA) has today written to the Chief Executives of financial advice firms asking them to review their processes…
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UK inflation surprises at 3.4% and hailed as ‘good news’ – reaction from industry experts
We’ve got positive news to start your day today. And that is that the ONS has this morning reported the latest UK…
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Zephyr reduces rates on key mortgage products
Zephyr Homeloans, the specialist buy-to-let (BTL) mortgage provider, has announced 15 basis points (bps) reductions across its five-year fixed and lifetime tracker…
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Newly launched website leads the way in Vulnerable Customer support training
In an ambitious stride towards enhancing support available for vulnerable customers, Helen Pettifer Training Ltd announces the launch of its new website.…
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Precise strengthens buy to let range with lower rates and wider adverse options
Precise, part of OSB Group, has made a number of changes across its buy to let product ranges. Highlights include: · Current…
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Bank of Japan signals first rate hike for 17 years – investment strategists share reaction and analysis
It had been much talked about before yesterday and had been widely anticipated, however the Bank of Japan’s decision to hike rates…
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EXCLUSIVE: Maven Capital Partners’ Ewan MacKinnon reveals growth opportunities in vibrant UK sectors
In the next instalment in our series of exclusive interviews with industry experts, Ewan MacKinnon, Partner at Maven Capital Partners, provides his insight on…
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Why is EIS and SEIS so important in 2024?
The Enterprise Investment Scheme and Seed (SEIS) continue to play fundamental roles in supporting some of the most exciting new businesses and…
