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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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House prices rise for fifth consecutive month – Halifax HPI
Average house prices rose by +0.4% in February, the fifth monthly rise in a row with property prices growing +1.7% on an…
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Open Property Group reveals six sure signs of a problem property
The latest research from quick sale specialists, Open Property Group, has revealed six sure signs that you’re sitting on a problem property and…
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Markets give platforms a reprieve in 2023: Fundscape
Fundscape published their headline platform figures for 2023 in early February. Today they have published further stats on the top PLATFORM PERFORMERS…
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‘Sweet and sour’ Budget combines £8 billion election year personal tax cuts with post-election plans for £38 billion of tax rises & spending cuts says Resolution Foundation
Middle earners gain at the expense of pensioners and public service users reports the Resolution Foundation in their post-budget analysis. The Chancellor…
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Child benefit budget boost for higher-rate tax paying families: experts share their reaction
In his Budget speech today, Chancellor Hunt announced changes to the High Income Child Benefit Charge raising the threshold. It’s been in…
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Bold change to non-dom rules – the industry reacts to Hunt’s Budget change of mind
The announcement made by the Chancellor in the Budget of the changes to the Non-Dom rules are likely to have Labour Party…
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British ISA doomed to fail in its objective of boosting UK plc
Chancellor Jeremy Hunt has unveiled plans to create a new £5,000 British ISA in a bid to encourage more investment into UK…
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Mortgage and property experts react to Chancellor’s Budget
Following the Chancellors Spring budget announcement, mortgage and property professionals have shared their thoughts on how it may impact the industry. Iain…
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Budget announces NS&I 3-year fixed-rate Bonds and new 2024-25 Net Financing target
Announced in today’s Spring Budget, NS&I will be releasing 3-year fixed-rate British Savings Bonds in early April. The Budget also announced the…
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Pensions changes in Budget 2024; the industry responds
In the Spring Budget this afternoon, Chancellor Hunt announced a few changes to pensions. These included stating the commitment to the Triple…