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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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BDO urges chancellor to fix five key tax issues at the Spring Budget
While attention at the Spring Budget is likely to focus on any tax giveaways, accountancy and business advisory firm BDO is urging…
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Octopus Money successfully migrates onto Seccl-powered platform
Octopus Money, the company working to make money advice accessible to everyone, has carried out a successful migration of its customers ‘assets…
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Evelyn Partners Active MPS team adds Baillie Gifford Emerging Markets Leading Companies
The Evelyn Partners Active Managed Portfolio Service (MPS) team has initiated a new position in Baillie Gifford Emerging Markets Leading Companies in…
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Nearly all regulated firms at risk of financial crime without daily customer due diligence
New data reveals that more than nine out of 10 (92%) regulated firms do not carry out daily monitoring on clients. This…
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Financial regulator finds wholesale data market can be improved
The Financial Conduct Authority (FCA) has today published the findings of its wholesale data market study, which examined competition in the markets for credit…
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Defaqto unveils world-class financial planning journey in a single, comprehensive package
Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has today announced an industry first that will…
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Blatchford joins Wesleyan intermediary distribution 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…
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Aegon analyses Chancellor’s three options for ‘income tax cut’ in Spring Budget
With intense speculation that the Chancellor will seek to cut taxes and increase net incomes ahead of the General Election, Aegon’s Steven…
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Study reveals insurers boost scenario modelling spending as investment complexity increases
Insurers are boosting spending on scenario modelling, optimisation and testing in the face of rising investment complexity and challenges for the industry,…
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Budget hopes focus on ISAs and IHT but tax cutting scope is limited
Changes to ISA rules and possible reforms to Inheritance Tax rules are among the potential announcements in next week’s Budget but the…