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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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A ‘Shop Window Budget’ – EY’s Spring Budget 2024 predictions
Chris Sanger, EY Tax Policy Leader, comments on the possible direction the Chancellor might take at the 2024 Spring Budget. He said:…
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ValidPath launches funding solution to remove financial barrier for ARs leaving legacy networks
ValidPath, the network for independent financial advisers, has launched a new funding solution to support established firms wanting to leave their current…
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Big banks failing to offer more competitive savings rates, updated figures show
Analysis using the Moneyfacts Consumer Duty Audit Tool for Savings indicates that big banks are still failing to make their easy access rates more…
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Scott Apps takes ‘pivotal’ new head of distribution role at HTB
Hampshire Trust Bank (HTB) has announced the appointment of Scott Apps as head of distribution within its development finance division, a new role created…
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Investors enjoy record performance in structured products
2023 saw continued growth and success for the UK retail structured product sector with the highest number of plans issued in any…
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New survey reveals lack of consumer awareness around their own vulnerability status
The majority of UK customers don’t even realise they are vulnerable, states NICE – the leading global AI customer service technology provider – in its new Vulnerable…
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Phoenix founders: one in three business owners admit their first business was a failure
Almost a third (31%) of business owners admit to having at least one failed business, according to research from Charles Stanley. Of…
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Investing with Haatch’s EIS Fund
With the tax year end firmly in our sights, Haatch has once again highlighted the strength of their EIS Fund, which closes…
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Landbay boosts BTL range with new zero-fee products
Buy-to-let lender Landbay has expanded its product range with the introduction of two new five-year fixed-rate products, available with no product fees.…
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Calculus’ Oliver Warren explains why the extension of the Sunset Clause has ignited interest in VCTs and EIS
In his Autumn Statement, Chancellor Jeremy Hunt officially prolonged the sunset clause for Venture Capital Trusts (VCTs) and the Enterprise Investment Scheme…