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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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Five ways the PPI research can help people better connect with their pensions
Alan Morahan, Chief Commercial Officer, Punter Southall, shares his observations on the Pensions Policy Institute findings published last month. The latest pension…
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HNWIs to ramp up investment in UK property despite uncertainty
New research from Investec shows high net worth individuals (HNWIs) are planning to ramp up their investment in UK property, as uncertainty…
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North of England’s carbon-intensive homes jeopardising UK’s net zero ambitions
North of England’s carbon-intensive homes jeopardising UK’s net zero ambitions Carbon-intensive homes in the north of England may be holding the UK…
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This time it’s different…or is it? SimplyBiz’ Weisner reflects on bubbles, AI and the value of diversification when investing
In this topsy-turvy world of investment where the Magnificent Seven, AI and FOMO dominate and markets have been hitting new all time…
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Women falling into Financial ‘Confidence Gap’
New study reveals the differences in how men and women save and invest New research from HSBC UK reveals the disparities between what…
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Spring Budget adviser poll: Only 1 in 10 advisers think NI cut will lead to pensions savings boost
During an adviser webinar following Spring Budget attended by over 800 advisers, hosted by M&G Wealth, advisers didn’t expect the tax cut…
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Opportunity and risk | GBI 44 | March 2024
Hello, and welcome to the third issue of GBI Magazine this year. Tax year-end is now firmly in our sights, as we…
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Lifetime Allowance: How the transitional tax-free amount certificate can make a big difference
As we approach the new tax year, Justin Corliss, Senior Pensions Development Manager at Royal London, explores the upcoming changes to the Lifetime Allowance…
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How often should you ask for client feedback?
Written by Jess Rushton, Head of Business Development, Smart Money People I’m sure Prince William knew that the pint he pulled recently…
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London rents continue to fall in February
Latest data from estate agency Chestertons reveals a 125% increase in the number of landlords choosing to reduce their asking rents in…
