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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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Gap between dream retirement age vs. expectation widens to 5 years: hopes of retiring at 62 fade as expectation shifts to 67
The Retirement Expectation Gap – the gap between when Brits want to retire and when they actually think they will be abl…
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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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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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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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Why businesses must empower women to reach the top of the tech ladder
Written by Sai Bendi, Software Development Manager at Encompass Corporation Throughout the technology sector, women today continue to face hurdles when it…
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MBS Sector sees sharp move to electronic trading
BondXN, Inc. (https://bondxn.com) reported that mortgage clients traded seven times securities by volume on its electronic platform in 2023, with an increase of…
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The Timebank: Dear Regulator…financial adequacy of Manufacturers
With their take on the occasional ‘Dear CEO’ letter that comes out of the FCA, The Timebank are producing a range of…
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Stamp Duty remains major burden for downsizers
Recoco Property Search, a leading UK buying agency, suggests that Stamp Duty continues to be one of the biggest obstacles that prevents…
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AI – healthcare needs you! Latest investment note from 7IM
David Freitas, Investment Writer, 7IM, is reflecting on last week’s Budget speech and the announcement of a big chunk of funds being…
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GBST upgrades its Salesforce based WealthConnect practice management system to enhance adviser efficiencies and client outcomes
London – GBST, a leading global provider of wealth management administration, adviser, and digital technology solutions, has unveiled significant upgrades to its…
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EXCLUSIVE: Vietnam Enterprise Investments Limited’s Tuan Le reveals promising forecast for 2024 among its top-80 stocks
In the next instalment in our series of exclusive interviews with industry experts, Tuan Le, Lead Portfolio Manager of Vietnam Enterprise Investments Limited, provides…
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Podcast #76: SDR labels – the future of the UK sustainability-labelled funds landscape. With Morningstar’s Hortense Bioy
Sustainability is back under the microscope after the FCA recently unveiled its Sustainability Disclosure Requirements (SDR) and investment labels regime for investment…
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Buy to let fixed rates drop to lowest level since 2022 | M&PI 05 | March 2024
March was always going to be a hectic month for advisers and brokers across the country, whether they were working towards tax-year…
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Is the UK recession over? Latest UK GDP stats show growth uptick in January: investment experts warn against complacency
We’re sensing a slight whiff of positive sentiment in the air this morning, following the news from the ONS of the latest…
