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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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Annual health insurance set for significant growth in coming months
Annual health insurance is set for significant growth this year driven by concerns about NHS waiting lists and continuing doctor strikes. New…
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Quantum Advisory promotes Darren Wateridge to Principal Consultant in London
Quantum Advisory, the leading independent financial services consultancy, today announced the promotion of Darren Wateridge FIA to the role of Principal Consultant. Darren, who…
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Should first time buyers go for new build properties?
In today’s challenging property market, the dream of homeownership can seem increasingly out of reach for many. However, with the surge in…
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CII data shows EDI practices have a positive impact on businesses
Data from the Chartered Insurance Institute’s (CII) 2023 Corporate Chartered Equality Diversity & Inclusion (EDI) survey indicates positive business outcomes for firms…
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Smartr365 and Legal & General Mortgage Club reveal next stage of technology partnership
Smartr365, the end-to-end mortgage and protection CRM platform, has announced the renewal of its longstanding partnership with Legal & General Mortgage Club. Legal…
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Survey shows HNW individuals demand better digital experience from advisers
A new White Paper by Compeer in partnership with moneyinfo looks at whether the trend for increased tech spend from advisers and…
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Latest Resolution Foundation research finds pensioners gain £1,000 on average from policy changes since 2010
In their report released today, The Resolution Foundation have worked out that pensioners have gained £1,000 on average from policy changes since…
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“The market is not fit for purpose under the current restraints, nor suited to the needs of aspiring homeowners” – Perenna reacts to FCA mortgage lending statistics
Arjan Verbeek, CEO of Perenna, has commented on the FCA Mortgage Lending statistics for Q4 2023. He said: “Another significant year on year…
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Are business relief qualifying investments just for IHT planning?
After we delved into EIS and VCTs in previous editions, we now turn our stare to BR qualifying assets. We take a…
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UK labour market cools but inactivity the biggest cause for concern
Danni Hewson, head of financial analysis at AJ Bell, comments on the latest UK jobs figures: “Things are tightening up in the UK jobs…
