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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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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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Rob Syrett becomes head of origination for development finance at HTB
Hampshire Trust Bank (HTB) has announced the promotion of Rob Syrett into its new head of origination role within its development finance team. In…
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PFS announces new Board member and Vice Presidents
The PFS Board has announced the appointment of Ben Wright as a new Director of the organisation. Mr Wright, a Chartered Financial…
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Former CashCalc employees reunite to solve the integration issue
New industry start-up ZeroKey today announced that former CashCalc employees are behind its mission to integrate technology and help financial advisers eliminate…
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Insight Investment: Finding value in shifting fixed income markets
Written by Peter Bentley, co-manager of the BNY Mellon Global Credit Fund and deputy CIO of fixed income at Insight Investment Elevated bond yield levels…
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Chancellor: deal with double whammy of frozen thresholds and and weak growth in Budget, says leading Accountancy body
In an open letter to the Chancellor, leading global accountancy body ACCA has highlighted key concerns flagged by their 98,000 UK members,…
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Will Hunt slice another 1% off NICs in next week’s Budget as leaks suggest? Reaction
This week, it was leaked that Chancellor Hunt is considering a 1% reduction in National Insurance Contributions (NICs) as part of his…
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Are we in the no-landing scenario and what might it mean for fixed income? Analysis from MFS IM.
Benoit Anne, Managing Director – Investment Solutions Group of MFS Investment Management – has been sharing his analysis on the current state…
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CII shares statement in response to The Buckland Review of Autism Employment published today
Following publication of The Buckland Review of Autism Employment that was issued this morning, The Chartered Insurance Institute (CII) has issued a…
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The funds and trusts that would have made ISA millionaires
Laith Khalaf, head of investment analysis at AJ Bell, comments: “The ISA is 25 years old in April and over a quarter…