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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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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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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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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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Compliance Success: Fostering relationships in a changing environment
Written by Kerry Jones, Head of Compliance and Information Security at DigitalXRAID People always find it surprising when I tell them I…
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Auditing organisational culture and why it’s a challenge worth taking
As we celebrate International Women’s Day today, it reminds us that the bar is rising for firms needing to prove their good…
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IWD 2024 Q&A with GSB Capital’s Yazmin Boden
As part of International Women’s Day 2024, IFA Magazine have spoken to some of the biggest female figures in financial services. In…
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The Critical Illness Gap Leaving Unaware Policy Holders at Risk
Research from Vitality Life Insurance has found half (51%) of those with Critical Illness Cover (CIC) aren’t fully aware of the conditions they would be…
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Inspiring inclusion: Unbiased’s Karen Barrett shares her personal reflections on how and why boosting diversity & inclusion is essential for the financial services profession to thrive
As we celebrate International Women’s Day today, the theme of which is #Inspiringinclusion, Karen Barrett, CEO and Founder of Unbiased.co.uk reflects on…
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The best EU countries for workplace gender equality
Finland is the best country in the EU for women in the workplace, a new study has revealed. Personal finance experts Finansvalp…
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What things are within the control of women to make positive gender diversity changes in the financial services industry? The industry reacts
As we celebrate International Women’s Day today, IFA Magazine is proud to be shining the spotlight on so many of the inspirational…
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My Pension Expert: Concerns arise over limited pension planning among UK women
As we celebrate International Women’s Day today, a new survey of 2,000 UK adults has found a worrying lack of pension planning by women…
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The Best European Countries for Women’s Careers
Newly released research has identified the top European country for female career progression. Scandinavian nations, particularly Iceland, were found to be leaders…
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What are some of the changes which could be made to encourage more women into financial services? The industry responds
As we celebrate International Women’s Day today, IFA Magazine is proud to be shining the spotlight on so many of the inspirational…
