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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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Jenson Funding Partners welcomes new partners to drive the next phase of growth
Jenson Funding Partners announces a strategic collaboration with Simon Andreas Hofmann and Mitul Ruparelia, founders of Fortius Partners, to leverage their collective…
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The Lang Cat research: Paraplanners say provider admin and disconnect with advisers are blockers to getting the job done
The lang cat has launched its sixth annual State of the Advice Nation (SOTAN) report, and today shares for the first time,…
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NS&I reveal two lucky Premium Bonds holders from West Sussex and Hampshire enjoy £1 million jackpot win
NS&I has reported that ERNIE has created two lucky Premium Bonds jackpot winners from West Sussex and Hampshire this month. According to…
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The Fundsmith dilemma: should investors stay or go?
Fundsmith Equity Fund has been such a popular investment choice for many investors, however it has underperformed the MSCI World Index over…
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Ben Goss, CEO, Dynamic Planner: “We’ve built the digital future of financial planning, for the advice industry to use today”
Speaking earlier today to over 700 financial planning professionals at the 12th annual Conference for Dynamic Planner, the UK’s leading risk based…
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State pensioners and the Budget: Income Tax v National Insurance cuts and the state pension triple lock
Rumours are rife that the Chancellor may favour cutting employee National Insurance (NI) rather than the Income Tax rate, as a boost to…
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Sparrow Solutions Report Writing Workshop: Release your inner storyteller.
Whilst there are loads of technical exams and CPD for paraplanners, there’s actually very little practical training available. Sparrow Solutions, founded by…
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Spring Statement: How the Chancellor can support the housing market
With the Spring Statement less than one day away, Tim Walford-Fitzgerald, Tax Partner at HW Fisher, outlines three wishlist items for the…
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Spring Budget: How a cut in NICs would play out | Analysis from Evelyn Partners’ Tallon
The Chancellor of the Exchequer has little room for eye-catching generalised tax cuts: that seems to be the mood music coming from…
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EXCLUSIVE: One Four Nine Group’s Stuart Harding highlights significant growth opportunities in renewable energy
In the next instalment in our series of exclusive interviews with industry experts, Stuart Harding, Chief Operating Officer at One Four Nine Group,…