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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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Concerns arise over limited pension planning among UK women
As we celebrate International Women’s Day today, new research by My Pension Expert has revealed that three-in-five women (60% of UK women in employment…
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Women in Finance: Why Invesco Fund Manager, Alexandra Ivanova, believes we really are “in it together”
We are celebrating International Women’s Day today and shining the spotlight on the work done by so many inspirational women right across…
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Women miss out in £1 billion IPO fundraising – but family businesses offer a career lifeline
As we celebrate International Women’s Day today, women are missing out on the top jobs in firms launching on the stock market…
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Report by UN Women – Placing gender equality at the centre of investment decisions
As we celebrate International Women’s Day today, this article by Mario Calderini, Director of TIRESIA and Professor of Management for Sustainability and…
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International Women’s Day: 3 female-run funds
International Women’s Day: HL’s Hasler identifies 3 female-run funds of note Victoria Hasler, Head of Fund Research, Hargreaves Lansdown: “Diversity is a…
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EXCLUSIVE: Beringea’s Shane Elliott explains how their rigorous process mitigates investment risks
In the next instalment in our series of exclusive interviews with industry experts, Shane Elliott, Partner at Beringea, provides his insight on the…
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Four questions to ask a VCT manager
Jessica Franks, Head of Investment Products If you’re researching Venture Capital Trusts (VCTs) for your clients and delving deeper into VCT managers,…
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Diversity is planting the seeds; inclusion is the soil in which they can grow by Bianca McMillan, Gravis Capital Management
“You don’t look like an engineer!” Don’t I? What do I look like then? Being a British Indian and raised in Spain, I’m no stranger to…
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How can we fix gender stereotyping in the financial services sector? MainStreet Partners Ianiri has some ideas
As we celebrate International Women’s Day today and the role of Women in Finance across the UK, Allegra Ianiri, MainStreet Partners, reflects…
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How does Inheritance Tax affect clients and their investments?
Inheritance Tax is a tax on the estate (the property, money and possessions) of someone who has passed away. Typically, there is…