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Trending Articles
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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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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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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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Mind the gap – gender balancing act to close Britain’s investment divide – Nutmeg
Research from Nutmeg, the UK’s largest digital wealth manager, reveals that a gender balance of financial role models could be the crucial…
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Businesses to pay THOUSANDS more in National Insurance for young workers who receive minimum wage rises
Employers paying a young workforce the minimum wages will have to pay thousands more when the hourly rates increase in April despite…
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Nationwide should approach Virgin Money rebranding with caution, says GlobalData
Following the news that Nationwide Building Society has agreed to buy Virgin Money UK for £2.9 billion, Phoebe Hodgson, Banking and Payments Analyst at GlobalData, offers her view: “Nationwide’s preliminary…
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Addressing the Discrepancy: Morningstar Research Finds Women Underrepresented in Crucial Board Roles
As we celebrate International Women’s Day today, it’s good to realise that diversity has made significant strides in the investing mainstream, notably…
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WHEB Asset Management’s Sandhuni Correa highlights the importance of IWD for the financial sector
In this exclusive International Women’s Day Q&A, IFA Magazine talk to Sandhuni Correa, management accountant at WHEB Asset Management as part of…
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Beyond gender: Fund manager Melanie Beyeler shares a personal reflection on the new woman in finance
Blaming is (too) easy says Melanie Beyeler, fund manager of the New Capital Climate Transition Equity Fund. In celebration of International Women’s…
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Handelsbanken Wealth & Asset Management: New report reveals gender wealth gap
As we celebrate International Women’s Day today, it seems that women in the UK are considerably worse off than their male counterparts.…
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Women in finance: Portfolio Manager, Camila Astaburuaga on why greater Diversity & Inclusion will only enhance a team
Camila Astaburuaga is co-portfolio Manager for both the New Capital Wealthy Nations Bond Fund and the New Capital Global Value Credit Fund.…
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Women in finance: IFA Magazine is striving to #inspireinclusion in celebration of International Women’s Day today
Today, we once again are celebrating International Women’s Day (IWD) and the responses we have had from across the industry to our…
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ECB: Sentiment on growth in Europe could be poor for bond market
Following the latest ECB interest rate decision announced today that they are leaving rates unchanged for now Nick Chatters, Fixed Income Investment…