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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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Taxing Times | IFA 126 | March 2024
The latest edition of IFA Magazine is live now. For many advisers and their teams, March mainly means one thing – the…
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Labour ditches plans for lifetime allowance public sector carve-out
Tom Selby, director of public policy at AJ Bell, comments: “Scrapping the pensions lifetime allowance tax charge was a hugely positive move…
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Rathbones’ Oliver Jones: Spring budget – fix three major structural problems facing UK economy
Oliver Jones, head of asset allocation at Rathbones Investment Management, looks at key issues which he believes should be addressed in the…
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Tax Efficient Investments Sector Research | Annual Report 2024
IFA and GBI Magazine are delighted to present the Tax Efficient Investments Sector Research Report 2024. Following the success of our earlier…
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Are you building and running a compliant CIP?
In helping provide guidance on building and running a compliant CIP, Investec have arranged for Mike Barrett, Consulting Director at the Langcat,…
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Aegon sets out pensions and savings ‘watchlist’ for Spring Budget
Aegon’s Steven Cameron and Kate Smith set out what’s on their watchlist ahead of the Spring Budget on 6 March. Income tax…
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Morningstar reveals line up and agenda for UK investment conference in May
Morningstar UK Limited has today announced the agenda for its 18th annual Morningstar Investment Conference UK, to be held on Wednesday 1st May 2024 at the…
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State Pension clarity is key pre-election, but all parties need to count the costs of triple lock says Aegon’s Cameron
Responding to reports of comments by the Prime Minister about the future of the State Pension triple lock, Steven Cameron, Director of…
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Government’s stealth tax agenda laid bare in new income tax figures
Written by Rachael Griffin, tax and financial planning expert at Quilter This morning’s personal income statistics reveal the harsh reality of how…
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Wesleyan makes senior hire from Quilter
Wesleyan, the specialist financial services mutual, has appointed Karen Blatchford as Managing Director of Dental, Direct and Intermediary Distribution. Karen joins from Quilter…
