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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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All 21 students from University of Edinburgh receive stellar results and achieve 100% pass rate in CISI professional finance exam
Two recent cohorts of students from University of Edinburgh have achieved outstanding results with a 100% pass rate in a professional finance…
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The Fed must learn to live with a blindfold
George Lagarias, chief economist at Mazars, on three things for investors to watch this week Markets are soaring despite evidence of wage…
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M&G Investments on the IPPC report – A stark reminder to all the leaseholders of our planet that action needs to be taken sooner
Randeep Somel, manager of the M&G Climate Solutions Fund (pictured), on the IPCC report released today: “The conclusion from Intergovernmental Panel on…
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AJ Bell adds Tatton to third-party DFM service
AJ Bell Investcentre, one of the UK’s leading adviser platforms, has added Tatton to its panel of third-party Discretionary Fund Managers (DFMs).…
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Old Mill announces youngest ever head of office
Lucy Bennett, an adviser at financial experts Old Mill has become the firm’s youngest ever head of office. The 24-year-old has been…
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‘Financial shock of widowhood now greater than many couples realise’ – new research from LCP reveals
Phil said: “In financial planning we remind a newly retired couple that there is at least an evens chance of one of…
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Tilney Smith & Williamson signals Midlands expansion by signing deal at landmark Birmingham building
Tilney Smith & Williamson, the leading wealth management and professional services group, has signalled its growth ambitions in the Midlands by agreeing…
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PIMFA’s Liz Field highlights unintended consequence of RDR | Ten Year Retrospective
Part of our series of retrospective blogs celebrating IFA Magazine’s ten year anniversary. Liz Field, Chief Executive of PIMFA, identifies the introduction of…
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Monday newspaper round-up: UK recovery, Philip Morris, Saudi Aramco
A letter to Boris Johnson sent a fortnight ago by James Ramsbotham called on the prime minister to save the north-east from…
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Sunday newspaper round-up: SSE, Herd immunity, Virgin Galactic
The world’s most powerful activist investor has secretly built a stake in energy giant SSE in a move that could lead to…