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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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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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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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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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Invesco: Stock market record highs: A case of rational exuberance
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Earnings reports for the last several quarters for the “Magnificent Seven” have…
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Capital Group launches Sustainable Funds for investors in Europe and Asia
Multi-thematic approach to sustainable investing powered by fundamental research Capital Group today launches three global, multi-thematic sustainable funds designed to meet demand…
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Simplify gifting rules to boost the housing market: Key Later Life Finance
Simplifying the tax rules on gifting in March’s Spring Budget would help boost the housing market and ease the first-time buyer crisis,…
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A decade of Haatch and the truth behind EIS investment
Haatch’s fund targets the fastest-growing B2B SaaS (Software-as-a-Service) businesses which offer problem-solving solutions. Haatch targets 4-6 companies, focusing on those which use…
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HW Fisher’s Budget wishlist – VAT reduction and duty cuts for hospitality, VAT free shopping and extend Business Asset Disposal Relief
With just over a week until the Spring Budget, members of the tax team at HW Fisher share their thoughts on what…
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Spring Budget: Opening up share schemes could give a £2.4bn boost to UK economy
Ahead of the Spring Budget on 6 March, experts are calling on the Chancellor to widen employee share schemes in order to…
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Quarter of those approaching retirement unaware of option to defer State Pension
More than a fifth of retirees aged 55 and above (22%) did not know they had the option to defer the date…
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Fortify Wealth – new advice firm launched by two ex-Octopus Sales Managers – A partner of M&G Wealth Advice
After a combined tenure of 15 years at Octopus Investments, Joe Payne and Tom Wood have decided to help bridge the advice…
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Almost a third of employees admit to ‘pulling a sickie’ at work – MetLife UK
Almost a third (30%) of employees admit they have or would consider ‘pulling a sickie’ to miss work, despite feeling healthy, according…
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Without smart technology, significant consumer vulnerabilities go unnoticed, in Consumer Duty era MorganAsh finds
Firms that are yet to integrate technology to complete essential vulnerability assessments run the risk of missing significant vulnerabilities among their clients,…