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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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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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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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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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What the Autumn Budget could mean for pensions
As the Government attempts to balance the books in the upcoming Autumn Budget on November 26 and tackle the 30–50 billio…
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Evelyn Partners boosts Guildford financial planning team with appointment
Evelyn Partners has announced the appointment of Reinoud Noorduijn as a Certified Financial Planner in its Guildford office. The move is part…
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Has the chancellor been handed the means for Budget tax cuts? AJ Bell
Danni Hewson, head of financial analysis at AJ Bell, has commented on the latest UK public sector finances. She said: “The numbers seem clear,…
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How can lenders improve their service to brokers? Q&A with Powered Mortgages Matt Surridge
Matt Surridge, Director of Sales at MPowered Mortgages talks to IFA Magazine about his new role, the role of lenders and state of…
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Selina Finance secures new funding and reduces rates across its product range
In a strategic move set to unlock future growth, Selina Finance, an innovative player in the consumer secured loans market, has secured…
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UK’s homeselling timeline branded “embarrassing”
Across ten of the world’s busiest housing markets, nowhere does selling a home take longer than in the UK. That’s according to…
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Another £13bn in mortgage sales to over 60s in a year as borrowers aim to limit inheritance tax bills
Mortgage sales to the over 60s hit £13.2bn in mortgages in the last year to (year-end September 30 2023) as older borrowers…
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Propertymark registered property agents should have access to tenants’ work coaches
Propertymark has suggested that its registered property agents should have access to their tenants’ work coaches and level the playing field in…
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Building for the future: a Q&A with Succession Wealth’s Daniel Jones
Daniel Jones, Head of Mergers and Acquisitions at Succession Wealth, has been discussing with Brandon Russell how his team views the 2024…
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EXCLUSIVE: Parkwalk Advisors’ Moray Wright provides positive outlook for Life Sciences and explains how to mitigate investment risks
In the next instalment in our series of exclusive interviews with industry experts, Moray Wright, the CEO of Parkwalk Advisors, provides his insight…
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NextWealth report predicts five significant shifts in financial advice by 2028
NextWealth has published its Future of Financial Advice report, which uses data and insights to highlight the disruptive forces that are determining…