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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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UK funds and active funds suffer worst retail outflows on record
£108 billion withdrawn from funds in two years as UK investment industry endures a dark age, according to new data released by the…
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What would abolishing employee National Insurance mean for the state pension?
The Conservatives are reportedly planning to abolish employee National Insurance (NI) ahead of the general election. The main NI rate will be…
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Budget reform to the high income child benefit charge was long overdue: reaction
Following Chancellor Hunt’s changes to the HICBC yesterday, experts have generally been reacting favourably to the news of an increased threshold for…
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A pre-election budget of sorts says Cazenove Capital’s Gladstone
James Gladstone, Head of Wealth Planning, Cazenove Capital, highlights some of the measures announced by Chancellor Hunt in his Spring Budget yesterday,…
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Investment Association: UK households feel the squeeze as £24.3bn taken from investment funds in 2023
UK savers took £24.3 billion out of funds in 2023, according to the year-end data published today by the Investment Association (IA).…
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Why Go-to-Market is critical to the success of early-stage investments, according to Haatch
Haatch is a specialist business-to-business software investor (B2B SaaS) and focuses on taking companies from 0-to-1. 3 truths drive the Haatch investment…
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Podcast #75: Looking back at the Budget and ahead to International Women’s Day – an expert perspective, with Dynamic Planner’s Steph Willcox
This week’s IFA talk is a Budget Special! Where we highlight the changes announced in yesterday’s Spring Budget 2024 that advisers need…
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The Exeter: 75% of UK health advisers expect interest in private healthcare plans to further increase in 2024
A survey from UK protection and health insurer The Exeter has revealed that 75% of UK health insurance advisers expect customer interest in private…
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Gain exposure to exciting early-stage companies with high growth potential, from the Foresight Technology VCT.
The Foresight Technology VCT (“FWT VCT”) offers investors the opportunity to gain exposure to an exciting portfolio of early-stage companies, developing disruptive…
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Moneyfacts reveals their latest Picks of the Week for savings and mortgages
The Moneyfactscompare.co.uk Pick of the Week showcases the best of the latest products or rate changes to hit the consumer finance market. Brief product…
