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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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MPowered Mortgages reduce rates across entire fixed-rate mortgage range
MPowered Mortgages has reduced rates across its entire fixed-rate mortgage range. Rates reductions Rates for purchase on two years now start at 4.52%…
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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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Vanguard’s BoE Preview: We maintain our view that the Bank will start cutting rates in August
Shaan Raithatha, senior economist at Vanguard Europe, provides preview commentary ahead of the Bank of England’s Thursday meeting. He said: “We expect…
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St. James’s Place launches its first nationwide brand campaign
St. James’s Place (SJP) unveils a new campaign that celebrates the importance of tailored one-to-one financial advice in life. ‘Invaluable Advice’ by…
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Fundscape publishes the Essential Guide to UK fund Distribution 2024
The UK asset management industry is facing unprecedented challenges: the rise of index solutions and commoditised investments, institutional-type pricing, competition form cash…
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Financial services leaders optimistic about business outlook and a general election
Business leaders in the financial services sector are feeling confident about business growth for the second quarter of 2024 (April-June), according to…
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EXCLUSIVE: GrowthInvest’s Melissa Griffiths explains the focus on IHT mitigation and the benefits of diversification
In the next instalment in our series of exclusive interviews with industry experts, Melissa Griffiths, Head of Sales at GrowthInvest, provides her insight…
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Robeco’s latest SI dilemma analyses why engagement remains vital to stay on course on climate
Releasing their latest SI Dilemma deep dive this morning, Robeco have reminded us that some large investors recently left the Climate Action…
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Quilter announces next instalment of platform enhancements
As part of its ongoing roadmap of improvements and its commitment to improving adviser and client experience, Quilter has today announced the…
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CGT landscape set for transformative shift as advisers grapple with 260,000 individuals entering scope for first time
Written by Simon Harryman, Senior Business Development Director at Ingenious The landscape of Capital Gains Tax (CGT) is undergoing a transformative shift…