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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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RBC’s ‘Sustainability Profile’ – a new client reporting tool
RBC Wealth Management has introduced a new reporting feature to analyse the sustainability credentials of client investment portfolios based on a set…
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Investec Wealth & Investment makes CIO appointment
Investec Wealth & Investment UK (IW&I) has announced the appointment of Stacey Parrinder-Johnson as Chief Investment Officer (CIO). Stacey (pictured) will lead…
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Earnings calls are finally catching up with demand for ESG
By Alex Ions, Head of Alternative Data Research, and Euan Mackay, Research Analyst, at AXA Investment Managers Rosenberg Equities. Natural language processing…
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4 in 5 advisers go beyond strict ‘money matters’ to ask clients about meaning, purpose and happiness
Aegon research highlights that the majority of advisers go beyond dealing with pure financial matters with their retirement clients to provide coaching…
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Post-Covid UK recovery is sending growth to the regions
The Post-Covid economic recovery in the UK is being channelled towards regional cities, says Martha Peyton, managing director and head of global…
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Competition Appeal Tribunal approves £10bn class action against Mastercard
The Competition Appeal Tribunal has approved a £10.0bn class action against Mastercard that could entitle 46.0m British adults to roughly £300 each…
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Liontrust’s David Roberts on chocolate, flying, and the importance of hidden inflation
David Roberts, head of the global fixed income team at Liontrust, shares his thoughts on UK CPI. “The news that UK CPI…
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Thursday newspaper round-up: Ultra Electronics, Newport Wafer, Avast
The annual pay of FTSE 100 chief executives fell during the pandemic but still equates to what a key worker would earn…
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UK house prices rise at fastest annual rate since 2004 – ONS
UK house prices rose at their fastest annual rate in June since 2004 as buyers rushed to beat the stamp duty deadline,…
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John Moret Calls On The FCA for A Measurement Mechanism As IIC Responds To The Consumer Duty Consultation
Greater clarity needed on measurement mechanisms to aid performance monitoring and benchmarking Unintended consequences for good firms Financial services firms tend to…