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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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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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More than 20 million have been targeted by financial scammers
New research from The Openwork Partnership, one of the UK’s largest and longest established financial advice and investment networks, shows nearly two…
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UK retail sales slow during wet July – BRC
UK retail sales slowed during a wet July and more stores closed as the pandemic continued to damage the UK’s high streets,…
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Brooks Macdonald bolsters regional offering with senior hires
Brooks Macdonald, a leading wealth manager with £16.5 billion in funds under management, has announced the appointment of two new hires to…
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Britain’s used car market surges in Q2, says SMMT
Britain’s used car market grew 108.6% in the second quarter of 2021, according to the Society of Motor Manufacturers and Traders, with…
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Succession appoints Andrew Barker as Director of Proposition
Succession, one of the UK’s largest independent financial planning and wealth management groups, today announces it has appointed Andrew Barker to the…
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Over-55’s Gender Pensions Gap Widens to more than £180,000, New Research Suggests
With men anticipating an annual retirement income of £20,712 and women suggesting their income will be £14,964 in later life, new analysis…
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Equities set to comfortably outperform bonds
By Rupert Thompson, Chief Investment Officer at Kingswood Equities continued their upward trend last week, with global markets gaining 1.2%. They are…
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SJP’s Eddie Grant believes client centric planning to be an adviser’s greatest investment | Ten Year Retrospective
Part of our series of retrospective articles celebrating IFA Magazine’s ten year anniversary, Eddie Grant, Director, Technical Connection, and director at St.…
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Tuesday newspaper round-up: Greensill, DMGT, civil servants, David Lloyd
David Cameron made about $10m (£7m) from Greensill Capital before the finance firm he lobbied on behalf of collapsed, according to the…
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Aspirations Financial Planning acquires Batcombe Financial Services
Aspirations Financial Planning has today announced the recent acquisition of Batcombe Financial Services, adding more than £30m in assets under management to…