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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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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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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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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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Quilter adds two new appointed representative firms to advice network
Financial advice network, Quilter Financial Planning, has reported today that it has added two new appointed representative firms to its network. In…
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Finance emerged as the most advantageous sector from AI government grants
Finance organisations are among those benefiting most from government grants to adapt to AI innovation, a new report has revealed. AI and analytics leader, SAS, analysed…
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Homes with EPC ratings of A or B have an increased value of up to £57k – Uswitch
An often overlooked aspect when buying a home is how much it will cost to run. This is where an Energy Performance…
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More Than Money: Considerations when selecting an Investment Manager
Clients considering investing in a portfolio of EIS-qualifying companies, managed by a specialist provider, are often daunted by the abundance of offerings…
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Shepherds Friendly recognised as 5x Best Performing Provider by Defaqto
Shepherds Friendly, one of Britain’s oldest mutual societies with over 100,000 members, has achieved five top three positions for Best Performing Providers in Defaqto’s…
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Investors review pay guidelines in light of UK competitiveness debate says IMA
Investment managers have today reiterated the need for clear alignment between pay and performance, as investors look to work together with companies…
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Extracting surplus from pension schemes will only work if member benefits are 100% protected by a new PPF underpin” – Steve Webb, LCP
“Extracting surplus from pension schemes will only work if member benefits are 100% protected by a new PPF underpin” – Steve Webb,…
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STEP responds to the Ministry of Justice consultation on the storage and retention of wills
STEP, the professional body for inheritance advisers, has responded to the Ministry of Justice’s consultation on the storage and retention of wills and…
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Buy-to-let fixed rates drop to lowest points since 2022
The buy-to-let sector has seen fixed rates fall to their lowest point since September 2022, according to the latest analysis by Moneyfactscompare.co.uk. Buy-to-let…
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Evelyn Partners positions managed portfolios for UK bond and US equity opportunities
In its latest re-balance, the Evelyn Partners Core Managed Portfolio Service (MPS) team has taken new positions to afford their portfolios new…