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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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What is Business Property Relief?
Introduced in 1976 and updated in 1984, BPR (commonly termed Business Relief) is part of IHT law and is a statutory relief…
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Mortgage shelf-life plummets and lenders hike rate
Moneyfacts UK Mortgage Trends Treasury Report data reveals the average shelf-life of a mortgage product plummeted to 15 days, with lenders increasing fixed…
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Just Mortgages promotes Tara Panayi to mortgage manager
Just Mortgages, one of the UK’s largest mortgage brokerages, has announced the promotion of successful mortgage and protection adviser Tara Panayi to…
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The Crucial Role of Women in Private Client Industry Growth
Written by Alex Gibson-Watt, Managing Director at John Lamb Hill Oldridge The theme of this year’s International Women’s Day was to ‘inspire…
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Half of British adults want help understanding how much to save for retirement, finds EV
Research from financial technology firm EV in conjunction with Opinium, finds that half (49%) of British adults would like help understanding how…
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Study reveals nearly one in two are worried about running out of money in retirement
Fear of running out of money in retirement is rising with nearly half (48%) concerned their savings will not last them through…
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Dudley BS joins TMA panel
TMA Mortgage Club has added Dudley Building Society to its lender panel. The move will mean TMA’s directly authorised brokers can access…
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Mansfield BS reduces Credit Repair rates
Mansfield Building Society has reduced the rates on its Credit Repair products by up to 0.60%. Mansfield’s Credit Repair range is available…
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Investment companies deregulation: the rise of Skywalker? JB Beckett analyses talk of reform to sector regulation
Advisers may be becoming increasingly aware of a rising voice in the corridors of power, one to reform the regulation of U.K.…
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Study reveals insurers are increasingly concerned about greenwashing when it comes to investing
Insurers are becoming increasingly concerned about greenwashing as ESG requirements become tougher, a new global study among investment management professionals in Life Insurers, London Markets (re)insurers and investmentmanagers…