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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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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…
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EXCLUSIVE: Pembroke VCT’s Andrew Wolfson on the benefits of a straightforward approach with advisers, and the growth potential in transport technology
In the next instalment in our series of exclusive interviews with industry experts, Andrew Wolfson, CEO and Founder of Pembroke VCT, provides his insight…
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Is Hunt’s National Insurance cut really a tax cut?
Laura Suter, director of personal finance at AJ Bell, comments on Chancellor Jeremy Hunt’s announcement of a 2% cut to National Insurance for…
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Government ‘cooling’ on pension lifetime provider proposal ‘most welcome’ – Steve Webb, LCP
The Budget speech this afternoon and supporting documents indicate that the Government is starting to cool on the idea of a ‘lifetime’…
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Chancellor’s Budget announces new British ISA in addition to existing allowances: reaction
In his Budget speech, the Chancellor revealed plans for a new British ISA allowing extra £5k investment for new investment in UK…
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Budget 2024: key points for advisers at a glance
As Chancellor Hunt stood up in the House Of Commons to reveal the contents of his red box – which we’ve all…
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A further 2% cut in NICs in Spring Budget confirmed: Analysis and reaction from experts
In his Budget Speech, the Chancellor has now confirmed that a 2% cut to NICs – in a move which had been…
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Crossing the Rubicon: CGAM’s Emma Moriarty shares her thoughts on the global bond market
Analysis from Emma Moriarty, Investment Manager at CGAM This time last year some of the major Western economies were facing conflicting monetary…
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What can advisers expect from today’s Budget? We’ll be bringing you all the latest analysis, news and views as they happen – here on IFA Magazine
With the eyes and ears of UK financial services focused on what Chancellor Hunt will reveal in his Spring Budget at lunchtime…
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Quilter Financial Adviser School rebrands to Quilter Academy and makes changes to its model
Quilter is pleased to announce it is making significant changes to its Financial Adviser School including rebranding it to the Quilter Academy.…