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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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Perenna reacts to government decision to scrap 99% mortgages
Arjan Verbeek, CEO of Perenna, has commented on the government’s recent decision to scrap the 99% mortgage guarantee scheme. He said: “A…
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All roads lead to data – Moneyhub gives full support to ‘game changing’ FCA Advice Guidance Boundary Review proposals
Moneyhub has submitted its response to the Financial Conduct Authority’s (FCA’s) Advice Guidance Boundary Review proposals (DP23/5). The FCA’s proposals seek to…
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EXCLUSIVE: Albion Capital’s Stuart Mant discusses the growth opportunities in FinTech and HealthTech
In the next instalment in our series of exclusive interviews with industry experts, Stuart Mant, Head of Business Development at Albion Capital, provides his…
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Fidelity International outlines its three key policy considerations ahead of the Spring Budget
Ahead of the government’s budget announcement (6 March 2024), Fidelity International urges that any future policy change has the needs of savers…
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Saffron for Intermediaries’ Tony Hall appointed to NaCSBA board
Saffron for Intermediaries today announces that Tony Hall has been appointed to the Executive Board at the National Custom & Self Build Association…
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Countdown to the 2024 UK Budget: Chancellor Hunt’s Last Stand? Comment from RBC Wealth Management
By Frédérique Carrier, Head of Investment Strategy for RBC Wealth Management in the British Isles and Asia The European Central Bank (ECB)…
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North set for over a half century of sicker, shorter healthy lives, without a step change in levelling up.
It will be 2080 before the gap in healthy life expectancy is closed between the North and South East. IPPR North’s annual…
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abrdn calls for a focus on stability, simplicity and social engagement in the budget
Alastair Black, Head of Savings Policy at abrdn, comments ahead of Wednesday’s Budget; “We are calling for the Chancelor to introduce a…
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On 4th Anniversary ISIO becomes living pension employer
The Living Pension is a Living Wage Foundation accreditation for employers who want to help workers boost their pension pots Ahead of…
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LiveMore creates three new propositions and development roles
LiveMore creates three new propositions and development roles LiveMore, the mortgage lender for people aged 50 to 90+, is expanding the business…