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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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Square Mile Academy of Funds: Ratings Round-Up for February 2024
Analysts at Square Mile Investment Consulting and Research (Square Mile) conducted 66 interviews with investment professionals from 37 asset management groups during…
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The best-kept secret in Business Relief and the need for better diversification according to Praetura’s Sam McArthur
In the second part of this exclusive interview series with GBI Magazine, Praetura Investments’ partner Sam McArthur returns to discuss the business…
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The Exeter sees 131% increase in usage of HealthWise member benefits app in 2023
UK protection and health insurer The Exeter has released new data showing that its member benefits app, HealthWise, experienced a 131% increase in usage…
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Fintech savings platform Flagstone records five qtrs of profits
Flagstone, the UK’s leading cash deposit platform, recorded a fifth consecutive quarter of profitability at the start of 2024, amid faster adoption…
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Findings from Defaqto’s Annual Platform Service Review
Defaqto’s newly released annual Platform Service Review for 2024 has found that more than a third (34%) of advisers had changed one or more…
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Over a third of landlords looking to grow portfolios
Almost four in ten (38%) of landlords would like to expand their property portfolio in the next twelve months, according to a…
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Spring Budget outlook: Broadstone comments
This week’s Spring Budget promises to be a crucial moment for the government to recognise the UK’s growing health crisis and to…
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TISA Research – Changes to risk warnings could result in 14% more being invested by the public
If you can help people to better understand the risks of investing in stocks and funds, they are more likely to invest.…
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Ramadan: What are workers’ rights to flexible working? – HR consultants Hamilton Nash share practical tips
For 2024, Ramadan starts on 11th March. If you’re wondering about workers’ rights to flexible working during Ramadan – which coincides with…
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Lyfeguard partners with Purity Financial Services to streamline financial advisory process
Lyfeguard has partnered with Purity Financial Services, bringing together Lyfeguard’s advanced platform technology with the expert advisory services of Purity, aiming to…