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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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Kingswood comments on ongoing increase of IHT receipts
Commenting on the ongoing increase of IHT receipts, Ketan Patel, Vice President – Wealth Planning at Kingswood said: “IHT receipts have reached…
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Seneca Partners invests £1.2m into biotech start-up SolasCure
Seneca Partners (Seneca), the specialist SME investment business based in the North West, has invested £1.2m into biotech company, SolasCure to support…
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Brilliant results achieved by school and college students sitting CISI qualifications this academic year
This year saw 20 schools and colleges offer CISI qualifications to over 300 students, with half of the schools and colleges achieving…
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Sparrows Capital and Hubwise join forces for SCore MPS
Sparrows Capital has partnered with Hubwise to offer the SCore range of model portfolios. Both Sparrows and Hubwise offer transparent and disruptive…
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UK public sector borrowing continues to undershoot forecasts by wide margin
Public sector borrowing continued to slow last month, undershooting forecasts by a wide margin, but nevertheless remained near record highs. According to…
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Octopus Investments launches £30 million joint fundraise for its AIM VCTs
Octopus Investments, part of Octopus Group and the largest provider of venture capital trusts (VCTs) in the UK, has today announced the…
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New data reveals soaring Inheritance Tax receipts
New data out today from HMRC shows that Inheritance Tax (IHT) receipts for April to July 2021 were £2.1 billion – £0.5…
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The world of wealth management: Three themes that have defined the decade | Ten Year Retrospective from JM Finn’s Freddie Woodhead
Part of our series of retrospective blogs celebrating IFA Magazine’s ten year anniversary, Freddie Woodhead, Investment manager at JM Finn, highlights three…
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UK retail sales unexpectedly fall in July
UK retail sales unexpectedly fell in July as people spent less on groceries and more on going out and as the boost…
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Friday newspaper round-up: Facebook, Morrisons, Ultra Electronics, Vectura
The Federal Trade Commission on Thursday refiled its antitrust case against Facebook, arguing the company holds monopoly power in social networking and…