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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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New Flex tracker mortgage offers flexibility for HTB’s property investors
Hampshire Trust Bank (HTB) has launched the ‘Flex’ tracker mortgage, the market’s latest tracker product with flexibility built in. The product is available…
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PIMFA raises concerns about proposed public announcements of potential enforcement action against firms by FCA
In a statement released this afternoon, PIMFA has raised serious concerns about the impact of making public possible enforcement against firms by…
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OnePlanetCapital: Can EIS help you find opportunities within your client book?
The Enterprise Investment Scheme (EIS) is an often overlooked tax wrapper within the tax planning toolbox. Usually the last item on the…
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Four questions to ask a VCT manager
Jessica Franks, Head of Investment Products at Octopus Investments If you’re researching Venture Capital Trusts (VCTs) for your clients and delving deeper…
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What might we expect from pre-election Budget? AJ Bell’s team of experts share analysis and predictions
As Chancellor Jeremy Hunt faces what is likely to be his final Budget or Autumn Statement before the next general election, finance…
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Prudential With-Profits Fund delivers a total £3.5 billion boost for customers
M&G plc has today announced that the £126 billion With-Profits Fund (the Fund) of the Prudential Assurance Company, a wholly-owned subsidiary, is set…
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Catch up on the webinar recording: Merger & Acquisitions (M&A) – an Outlook for the IFA market.
This is a must-watch in-depth discussion about how an IFA can sell, purchase, or retire from their business, where you will learn…
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Franklin Templeton uncovers predictions on interest rates, inflation, equity market growth and more…
According to the inaugural Franklin Templeton Institute Global Investment Management Survey, the U.S. Federal Reserve will deliver four interest rate cuts this…
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FCA launches campaign to highlight the benefits of switching to savers
Consumers will be encouraged to shop around for a better savings rate in a new campaign launched today by the City regulator,…
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FCA to improve pace and transparency around enforcement cases
The Financial Conduct Authority (FCA) has today committed to carrying out enforcement cases more quickly as the organisation seeks to increase the…